MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
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
301
$4K 0.01%
14
302
$4K 0.01%
+42
303
$4K 0.01%
47
+1
304
$4K 0.01%
+37
305
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+71
306
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+95
307
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309
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+40
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$4K 0.01%
199
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80
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254
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50
-8
315
$4K 0.01%
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$4K 0.01%
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$4K 0.01%
+120
318
$4K 0.01%
+27
319
$4K 0.01%
+188
320
$3K ﹤0.01%
13
321
$3K ﹤0.01%
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322
$3K ﹤0.01%
172
323
$3K ﹤0.01%
93
324
$3K ﹤0.01%
20
-20
325
$3K ﹤0.01%
92
+2
11 12
13
14 15