MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
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
+$1.42M
2
+$1.34M
3
+$1.31M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$737K
5
IAU icon
iShares Gold Trust
IAU
+$327K

Top Sells

1
+$2.67M
2
+$2.08M
3
+$1.88M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$883K
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$744K

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
51
$77K 0.16%
533
52
$76K 0.16%
646
-3,435
53
$74K 0.16%
1,586
54
$71K 0.15%
3,848
+576
55
$69K 0.15%
1,537
+27
56
$67K 0.14%
786
-12
57
$67K 0.14%
2,164
+1
58
$63K 0.13%
330
+51
59
$59K 0.12%
2,809
-2,366
60
$58K 0.12%
646
-17
61
$58K 0.12%
1,129
-609
62
$56K 0.12%
305
63
$56K 0.12%
397
64
$56K 0.12%
1,990
-250
65
$55K 0.12%
1,386
+385
66
$54K 0.11%
416
+18
67
$53K 0.11%
882
-14
68
$53K 0.11%
471
+113
69
$52K 0.11%
4,236
+966
70
$52K 0.11%
1,391
-62
71
$51K 0.11%
3,000
72
$47K 0.1%
4,660
73
$43K 0.09%
384
74
$41K 0.09%
736
-36
75
$41K 0.09%
382
+16
1 2
3
4 5