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
$31.4M
AUM Growth
-$587K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$695K
2
+$629K
3
+$517K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$404K
5
GCC icon
WisdomTree Enhanced Commodity Strategy Fund
GCC
+$349K

Top Sells

1
+$439K
2
+$347K
3
+$306K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$196K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$157K

Sector Composition

1 Technology 2.45%
2 Industrials 2.05%
3 Real Estate 1.1%
4 Financials 0.92%
5 Healthcare 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-2,051
327
– –
-47
328
– –
-12
329
– –
-1,255
330
– –
-71
331
– –
-44
332
– –
-29
333
– –
-595
334
– –
-20
335
– –
-218
336
$0 ﹤0.01%
5
337
– –
0
338
– –
-177
339
– –
-40
340
– –
-44
341
$0 ﹤0.01%
7
342
– –
-18,838
343
– –
-89
344
– –
-276
345
– –
-379
346
– –
-2,516
347
– –
-161
348
– –
-100
349
– –
-1,646
350
– –
-61
12 13
14
15 16