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
76
$42K 0.13%
+905
77
$40K 0.13%
2,511
78
$38K 0.12%
3,000
-1,625
79
$38K 0.12%
5,223
-700
80
$35K 0.11%
592
-18
81
$34K 0.11%
+1,676
82
$34K 0.11%
308
-460
83
$34K 0.11%
+2,714
84
$34K 0.11%
503
85
$34K 0.11%
2,375
86
$34K 0.11%
+3,065
87
$33K 0.11%
307
88
$33K 0.11%
+781
89
$32K 0.1%
445
+1
90
$32K 0.1%
+1,246
91
$32K 0.1%
+2,027
92
$31K 0.1%
186
-26
93
$31K 0.1%
2,434
94
$31K 0.1%
1,036
+116
95
$30K 0.1%
330
+4
96
$30K 0.1%
273
97
$30K 0.1%
2,240
98
$30K 0.1%
1,487
+29
99
$30K 0.1%
375
100
$30K 0.1%
529
-1,135
2 3
4
5 6