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
$46.8M
AUM Growth
+$254K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.23M
3
+$1.21M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$710K
5
IAU icon
iShares Gold Trust
IAU
+$315K

Top Sells

1
+$2.54M
2
+$1.97M
3
+$1.87M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$845K
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$711K

Sector Composition

1 Technology 2.65%
2 Industrials 1.36%
3 Consumer Discretionary 0.79%
4 Healthcare 0.74%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$267K 0.57%
7,505
+980
27
$261K 0.56%
2,328
-93
28
$240K 0.51%
11,199
+509
29
$221K 0.47%
9,119
+147
30
$220K 0.47%
9,220
+172
31
$219K 0.47%
6,028
-57,363
32
$201K 0.43%
9,607
+293
33
$175K 0.37%
2,156
+22
34
$174K 0.37%
2,549
+467
35
$154K 0.33%
4,661
+40
36
$149K 0.32%
1,570
+13
37
$144K 0.31%
1,414
-196
38
$140K 0.3%
43
39
$140K 0.3%
4,188
+33
40
$139K 0.3%
5,038
-55
41
$116K 0.25%
650
42
$106K 0.23%
2,034
+2
43
$105K 0.22%
760
44
$102K 0.22%
711
+1
45
$100K 0.21%
1,271
+13
46
$99K 0.21%
4,330
47
$92K 0.2%
3,676
-13,221
48
$91K 0.19%
1,707
+210
49
$89K 0.19%
1,461
+12
50
$79K 0.17%
682
+54
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