MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
+4.63%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$74M
AUM Growth
+$4.61M
(+6.6%)
Cap. Flow
+$1.36M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
47.57%
Holding
459
New
76
Increased
81
Reduced
49
Closed
47
Top Buys
| 1 |
Pacer Trendpilot US Bond ETF
PTBD
|
+$3.25M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.16M |
| 3 |
ProShares Russell 2000 Dividend Growers ETF
SMDV
|
+$1.1M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$127K |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$105K |
Top Sells
Sector Composition
| 1 | Technology | 2.83% |
| 2 | Consumer Discretionary | 1.3% |
| 3 | Industrials | 1.29% |
| 4 | Healthcare | 0.76% |
| 5 | Financials | 0.46% |
