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
276
$2K ﹤0.01%
+29
277
$2K ﹤0.01%
+29
278
$2K ﹤0.01%
100
-207
279
$2K ﹤0.01%
36
-8
280
$2K ﹤0.01%
29
-20
281
$2K ﹤0.01%
+20
282
$2K ﹤0.01%
+17
283
$2K ﹤0.01%
+11
284
$2K ﹤0.01%
+61
285
$2K ﹤0.01%
67
286
$2K ﹤0.01%
+110
287
$2K ﹤0.01%
+23
288
$2K ﹤0.01%
38
289
$2K ﹤0.01%
+22
290
$2K ﹤0.01%
109
-110
291
$1K ﹤0.01%
15
-41
292
$1K ﹤0.01%
26
293
$1K ﹤0.01%
+10
294
$1K ﹤0.01%
225
295
$1K ﹤0.01%
172
296
$1K ﹤0.01%
64
297
$1K ﹤0.01%
118
298
$1K ﹤0.01%
44
299
$1K ﹤0.01%
+6
300
$1K ﹤0.01%
86
10 11
12
13 14