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
76
$41K 0.09%
+1,360
77
$41K 0.09%
+910
78
$40K 0.08%
897
+14
79
$39K 0.08%
338
80
$39K 0.08%
2,250
81
$38K 0.08%
650
-24
82
$36K 0.08%
+1,346
83
$36K 0.08%
+560
84
$35K 0.07%
357
+4
85
$35K 0.07%
+634
86
$34K 0.07%
+732
87
$34K 0.07%
506
-20
88
$33K 0.07%
1,032
+632
89
$32K 0.07%
624
-24
90
$31K 0.07%
337
-29
91
$31K 0.07%
312
-46
92
$29K 0.06%
120
93
$28K 0.06%
256
+1
94
$26K 0.06%
492
-14,072
95
$26K 0.06%
1,479
+129
96
$26K 0.06%
258
+2
97
$25K 0.05%
651
+3
98
$24K 0.05%
886
+10
99
$24K 0.05%
330
+180
100
$24K 0.05%
1,272
-26
2 3
4
5 6