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
$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
26
$823K 1.1%
18,231
+582
27
$794K 1.06%
7,849
+12
28
$713K 0.96%
1,666
+5
29
$688K 0.92%
8,839
+38
30
$435K 0.58%
3,850
+123
31
$400K 0.54%
1,819
32
$399K 0.53%
2,944
+229
33
$396K 0.53%
13,881
+802
34
$364K 0.49%
10,188
+398
35
$354K 0.47%
10,136
+397
36
$343K 0.46%
1,512
+60
37
$341K 0.46%
9,645
+648
38
$309K 0.41%
6,781
+538
39
$295K 0.4%
6,315
+532
40
$276K 0.37%
5,482
41
$271K 0.36%
6,259
+326
42
$214K 0.29%
43
43
$181K 0.24%
650
44
$174K 0.23%
4,330
45
$174K 0.23%
1,154
-96
46
$168K 0.23%
1,646
+61
47
$162K 0.22%
2,197
48
$156K 0.21%
678
49
$153K 0.21%
1,610
+9
50
$141K 0.19%
1,775
+1
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