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
101
$39K 0.05%
1,416
+8
102
$39K 0.05%
312
103
$38K 0.05%
2,250
104
$37K 0.05%
1,324
105
$37K 0.05%
+1,200
106
$36K 0.05%
122
107
$36K 0.05%
792
108
$36K 0.05%
382
109
$35K 0.05%
661
+3
110
$34K 0.05%
558
111
$34K 0.05%
+535
112
$33K 0.04%
457
-215
113
$33K 0.04%
888
+12
114
$32K 0.04%
502
-98
115
$32K 0.04%
1,020
116
$30K 0.04%
530
-5
117
$30K 0.04%
930
118
$29K 0.04%
167
119
$29K 0.04%
1,440
120
$29K 0.04%
1,496
+76
121
$29K 0.04%
210
+1
122
$28K 0.04%
1,346
123
$28K 0.04%
302
124
$26K 0.03%
290
125
$26K 0.03%
1,200
3 4
5
6 7