MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.8M
AUM Growth
+$254K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.34M
3
+$1.31M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$737K
5
IAU icon
iShares Gold Trust
IAU
+$327K

Top Sells

1
+$2.67M
2
+$2.08M
3
+$1.88M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$883K
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$744K

Sector Composition

1 Technology 2.65%
2 Industrials 1.36%
3 Consumer Discretionary 0.79%
4 Healthcare 0.74%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K 0.01%
+18
227
$3K 0.01%
+15
228
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+58
229
$3K 0.01%
+29
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61
+11
231
$3K 0.01%
49
232
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233
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42
+1
234
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235
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236
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22
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237
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238
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+78
239
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240
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241
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176
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242
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243
$3K 0.01%
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244
$3K 0.01%
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245
$3K 0.01%
+86
246
$3K 0.01%
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20
248
$3K 0.01%
+295
249
$3K 0.01%
+86
250
$3K 0.01%
+74
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