MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
+$1.34M
2
+$1.23M
3
+$1.21M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$710K
5
IAU icon
iShares Gold Trust
IAU
+$315K

Top Sells

1
+$2.54M
2
+$1.97M
3
+$1.87M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$845K
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$711K

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%
+30
227
$3K 0.01%
+62
228
$3K 0.01%
+18
229
$3K 0.01%
+15
230
$3K 0.01%
+58
231
$3K 0.01%
+29
232
$3K 0.01%
49
233
$3K 0.01%
42
+1
234
$3K 0.01%
+15
235
$3K 0.01%
+148
236
$3K 0.01%
22
-13
237
$3K 0.01%
+24
238
$3K 0.01%
+78
239
$3K 0.01%
151
240
$3K 0.01%
+30
241
$3K 0.01%
176
+28
242
$3K 0.01%
+2
243
$3K 0.01%
+71
244
$3K 0.01%
+69
245
$3K 0.01%
+86
246
$3K 0.01%
+42
247
$3K 0.01%
20
248
$3K 0.01%
+295
249
$3K 0.01%
+86
250
$3K 0.01%
+74
8 9
10
11 12