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

Top Buys

1
+$3.25M
2
+$1.16M
3
+$1.1M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$127K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$105K

Top Sells

1
+$1.14M
2
+$1.12M
3
+$1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$881K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$537K

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%
106
227
$5K 0.01%
14
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$5K 0.01%
114
+19
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$5K 0.01%
63
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400
231
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232
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234
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64
235
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7
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236
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17
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114
238
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31
+8
239
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240
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+26
241
$5K 0.01%
149
242
$5K 0.01%
+112
243
$5K 0.01%
+20
244
$5K 0.01%
43
245
$5K 0.01%
86
246
$5K 0.01%
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247
$4K 0.01%
+120
248
$4K 0.01%
28
249
$4K 0.01%
29
-3
250
$4K 0.01%
+89
8 9
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