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
$21.1M
AUM Growth
+$929K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$419K
2
+$336K
3
+$260K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$104K
5
IAU icon
iShares Gold Trust
IAU
+$102K

Top Sells

1
+$259K
2
+$209K
3
+$113K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$57.2K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$51.1K

Sector Composition

1 Real Estate 1.47%
2 Industrials 1.28%
3 Communication Services 0.77%
4 Consumer Staples 0.44%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$30K 0.14%
120
52
$30K 0.14%
2,510
+160
53
$29K 0.14%
400
54
$26K 0.12%
261
-33
55
$26K 0.12%
139
56
$25K 0.12%
125
57
$24K 0.11%
661
58
$24K 0.11%
179
+76
59
$23K 0.11%
191
60
$22K 0.1%
408
61
$22K 0.1%
68
62
$21K 0.1%
1,375
63
$19K 0.09%
174
+1
64
$18K 0.09%
324
+2
65
$18K 0.09%
160
66
$17K 0.08%
820
67
$16K 0.08%
219
+1
68
$15K 0.07%
190
69
$15K 0.07%
78
70
$14K 0.07%
141
71
$14K 0.07%
109
72
$13K 0.06%
125
73
$12K 0.06%
199
74
$12K 0.06%
100
75
$11K 0.05%
85
1 2
3
4 5