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
326
$3K ﹤0.01%
44
327
$3K ﹤0.01%
18
-3
328
$3K ﹤0.01%
26
329
$3K ﹤0.01%
250
330
$3K ﹤0.01%
26
331
$3K ﹤0.01%
+15
332
$3K ﹤0.01%
310
333
$3K ﹤0.01%
92
+2
334
$3K ﹤0.01%
361
335
$3K ﹤0.01%
23
336
$3K ﹤0.01%
38
337
$2K ﹤0.01%
20
338
$2K ﹤0.01%
23
339
$2K ﹤0.01%
16
340
$2K ﹤0.01%
40
341
$2K ﹤0.01%
40
-100
342
$2K ﹤0.01%
8
343
$2K ﹤0.01%
118
344
$2K ﹤0.01%
3
345
$2K ﹤0.01%
36
346
$2K ﹤0.01%
36
347
$2K ﹤0.01%
42
348
$2K ﹤0.01%
123
-22
349
$2K ﹤0.01%
188
350
$2K ﹤0.01%
52
12 13
14
15 16