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
76
$72K 0.1%
300
77
$70K 0.09%
443
+3
78
$68K 0.09%
646
79
$66K 0.09%
398
80
$65K 0.09%
397
81
$63K 0.08%
778
-83
82
$62K 0.08%
2,809
83
$62K 0.08%
16,000
84
$61K 0.08%
455
-455
85
$59K 0.08%
1,078
+4
86
$57K 0.08%
544
-65
87
$53K 0.07%
294
88
$51K 0.07%
1,081
89
$51K 0.07%
1,953
+57
90
$50K 0.07%
834
91
$47K 0.06%
338
92
$46K 0.06%
343
+1
93
$45K 0.06%
393
+1
94
$44K 0.06%
300
-100
95
$43K 0.06%
650
96
$42K 0.06%
374
+4
97
$42K 0.06%
+133
98
$40K 0.05%
342
+1
99
$40K 0.05%
260
+2
100
$39K 0.05%
1,360
2 3
4
5 6