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
276
$4K 0.01%
301
+32
277
$4K 0.01%
38
278
$4K 0.01%
+9
279
$4K 0.01%
77
280
$4K 0.01%
76
-9
281
$4K 0.01%
23
282
$4K 0.01%
38
283
$4K 0.01%
+35
284
$4K 0.01%
148
+48
285
$4K 0.01%
+151
286
$4K 0.01%
+7
287
$4K 0.01%
+20
288
$4K 0.01%
12
289
$4K 0.01%
12
-2
290
$4K 0.01%
21
291
$4K 0.01%
22
292
$4K 0.01%
+12
293
$4K 0.01%
47
+5
294
$4K 0.01%
107
-40
295
$4K 0.01%
+135
296
$4K 0.01%
93
297
$4K 0.01%
+51
298
$4K 0.01%
13
299
$4K 0.01%
101
+23
300
$4K 0.01%
400
10 11
12
13 14