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
$74M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.17M
3
+$1.15M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$123K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$103K

Top Sells

1
+$1.14M
2
+$1.12M
3
+$1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$853K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$509K

Sector Composition

1 Technology 2.83%
2 Consumer Discretionary 1.3%
3 Industrials 1.29%
4 Healthcare 0.76%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K 0.01%
35
-5
227
$5K 0.01%
106
228
$5K 0.01%
14
229
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+26
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+20
231
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43
232
$5K 0.01%
86
233
$5K 0.01%
+108
234
$5K 0.01%
114
+19
235
$5K 0.01%
63
+2
236
$5K 0.01%
400
237
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+24
238
$5K 0.01%
+195
239
$5K 0.01%
+125
240
$5K 0.01%
64
241
$5K 0.01%
17
+7
242
$5K 0.01%
114
243
$5K 0.01%
31
+8
244
$5K 0.01%
66
+17
245
$5K 0.01%
149
246
$5K 0.01%
+112
247
$4K 0.01%
+25
248
$4K 0.01%
29
-3
249
$4K 0.01%
+89
250
$4K 0.01%
134
+30
8 9
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