MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
-11.73%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$60M
AUM Growth
-$9.59M
(-14%)
Cap. Flow
-$872K
Cap. Flow
% of AUM
-1.45%
Top 10 Holdings %
Top 10 Hldgs %
43.29%
Holding
555
New
99
Increased
110
Reduced
65
Closed
81
Top Buys
Top Sells
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.63M |
| 2 |
SENT
AdvisorShares Alpha DNA Equity Sentiment ETF
SENT
|
$1.46M |
| 3 |
Invesco S&P 500 Equal Weight Energy ETF
RSPG
|
$1.21M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$645K |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
$494K |
Sector Composition
| 1 | Technology | 3.42% |
| 2 | Industrials | 1.73% |
| 3 | Consumer Discretionary | 1.35% |
| 4 | Healthcare | 0.86% |
| 5 | Energy | 0.8% |
