MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
+$3.23M
2
+$1.17M
3
+$1.15M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$123K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$103K

Top Sells

1
+$1.14M
2
+$1.12M
3
+$1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$853K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$509K

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%
12
377
$1K ﹤0.01%
28
378
$1K ﹤0.01%
3
379
$1K ﹤0.01%
10
-30
380
$1K ﹤0.01%
21
381
$1K ﹤0.01%
8
382
$1K ﹤0.01%
12
383
$1K ﹤0.01%
50
384
$1K ﹤0.01%
333
385
$1K ﹤0.01%
+5
386
$1K ﹤0.01%
38
387
$1K ﹤0.01%
2
388
$1K ﹤0.01%
2
389
$1K ﹤0.01%
3
390
$1K ﹤0.01%
139
391
$1K ﹤0.01%
6
392
– –
-30
393
– –
-12
394
$0 ﹤0.01%
+10
395
– –
-16
396
– –
-224
397
– –
-518
398
– –
-132
399
$0 ﹤0.01%
2
400
– –
-46
14 15
16
17 18