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
51
$87K 0.28%
2,481
+2
52
$86K 0.27%
1,284
53
$83K 0.26%
1,252
-388
54
$82K 0.26%
3,358
+2,375
55
$80K 0.26%
930
-180
56
$78K 0.25%
3,070
57
$77K 0.25%
4,330
58
$77K 0.25%
+1,855
59
$77K 0.25%
9,295
60
$72K 0.23%
1,664
-82
61
$72K 0.23%
663
62
$72K 0.23%
1,155
-50
63
$70K 0.22%
533
-23
64
$67K 0.21%
1,690
65
$63K 0.2%
398
66
$63K 0.2%
1,294
-210
67
$62K 0.2%
+639
68
$60K 0.19%
1,391
69
$59K 0.19%
4,336
-360
70
$55K 0.18%
973
71
$54K 0.17%
417
-25
72
$46K 0.15%
+1,681
73
$44K 0.14%
334
-103
74
$42K 0.13%
763
75
$42K 0.13%
907
-87
1 2
3
4 5