MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
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
26
$260K 0.83%
+5,127
27
$259K 0.83%
5,575
-2,805
28
$255K 0.81%
1,844
29
$212K 0.68%
10,415
-7,690
30
$193K 0.62%
5,938
+5,838
31
$179K 0.57%
8,624
-283
32
$174K 0.55%
+7,019
33
$166K 0.53%
+2,782
34
$152K 0.48%
2,134
35
$148K 0.47%
5,034
+5,022
36
$143K 0.46%
7,306
-1,696
37
$140K 0.45%
2,388
+11
38
$138K 0.44%
2,424
-154
39
$137K 0.44%
6,950
-296
40
$133K 0.42%
650
-25
41
$131K 0.42%
+4,513
42
$129K 0.41%
1,554
43
$118K 0.38%
3,000
-376
44
$108K 0.34%
2,276
-1
45
$107K 0.34%
1,332
+2
46
$105K 0.33%
43
47
$101K 0.32%
4,660
48
$97K 0.31%
727
+1
49
$96K 0.31%
1,251
-22
50
$93K 0.3%
1,364
1
2
3 4 5