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
101
$22K 0.05%
300
102
$20K 0.04%
2,120
-160
103
$19K 0.04%
242
-60
104
$19K 0.04%
300
105
$18K 0.04%
159
106
$18K 0.04%
2,000
107
$16K 0.03%
1,072
+100
108
$16K 0.03%
+189
109
$16K 0.03%
1,105
-1,021
110
$15K 0.03%
+168
111
$14K 0.03%
275
-262
112
$14K 0.03%
124
113
$13K 0.03%
180
114
$13K 0.03%
51
+25
115
$12K 0.03%
544
116
$12K 0.03%
352
+21
117
$12K 0.03%
123
118
$12K 0.03%
820
119
$11K 0.02%
+305
120
$11K 0.02%
+1,675
121
$10K 0.02%
122
+1
122
$10K 0.02%
292
-34
123
$10K 0.02%
1,000
124
$9K 0.02%
322
+2
125
$9K 0.02%
220
+2
3 4
5
6 7