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
51
$141K 0.19%
8,136
+462
52
$134K 0.18%
780
53
$117K 0.16%
533
54
$108K 0.14%
1,375
-7
55
$108K 0.14%
813
-51
56
$102K 0.14%
883
57
$100K 0.13%
646
58
$98K 0.13%
839
-9
59
$97K 0.13%
4,660
60
$97K 0.13%
921
-66
61
$96K 0.13%
1,857
+97
62
$95K 0.13%
+4,900
63
$95K 0.13%
+2,600
64
$95K 0.13%
2,993
65
$94K 0.13%
1,486
66
$94K 0.13%
+4,350
67
$89K 0.12%
1,327
68
$85K 0.11%
313
-18
69
$84K 0.11%
1,589
+1
70
$80K 0.11%
1,550
71
$80K 0.11%
2,056
+1
72
$80K 0.11%
384
73
$77K 0.1%
1,391
74
$77K 0.1%
524
-5
75
$76K 0.1%
+2,966
1 2
3
4 5