MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
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
+$60M
(-14%)
Cap. Flow
-$777K
Cap. Flow
% of AUM
-1.29%
Top 10 Holdings %
Top 10 Hldgs %
43.29%
Holding
555
New
99
Increased
114
Reduced
64
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Toro Company
TTC
$7.95B
| $0 | ﹤0.01% |
5
| – | – |
|
552
Take-Two Interactive
TTWO
$44.1B
| $0 | ﹤0.01% |
+1
| New | – |
|