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
101
$28K 0.09%
260
102
$28K 0.09%
+2,250
103
$27K 0.09%
3,992
-250
104
$26K 0.08%
242
105
$24K 0.08%
191
106
$23K 0.07%
465
107
$23K 0.07%
148
108
$22K 0.07%
300
109
$21K 0.07%
135
-375
110
$20K 0.06%
125
111
$19K 0.06%
+678
112
$19K 0.06%
+213
113
$19K 0.06%
73
114
$18K 0.06%
227
-863
115
$17K 0.05%
159
116
$17K 0.05%
423
117
$16K 0.05%
160
118
$15K 0.05%
120
119
$15K 0.05%
820
120
$14K 0.04%
+23
121
$14K 0.04%
143
122
$14K 0.04%
506
123
$14K 0.04%
212
-2,148
124
$13K 0.04%
49
125
$13K 0.04%
544
3 4
5
6 7