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
376
$1K ﹤0.01%
28
377
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3
378
$1K ﹤0.01%
10
-30
379
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21
380
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8
381
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12
382
$1K ﹤0.01%
50
383
$1K ﹤0.01%
333
384
$1K ﹤0.01%
+5
385
$1K ﹤0.01%
38
386
$1K ﹤0.01%
2
387
$1K ﹤0.01%
2
388
$1K ﹤0.01%
3
389
$1K ﹤0.01%
2
390
$1K ﹤0.01%
139
391
$1K ﹤0.01%
6
392
– –
-224
393
– –
-518
394
– –
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395
$0 ﹤0.01%
2
396
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398
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399
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400
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14 15
16
17 18