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
126
$13K 0.04%
994
-394
127
$12K 0.04%
145
128
$11K 0.04%
1,110
-150
129
$11K 0.04%
262
130
$11K 0.04%
248
131
$10K 0.03%
56
132
$10K 0.03%
100
133
$10K 0.03%
78
134
$9K 0.03%
205
+4
135
$9K 0.03%
120
136
$9K 0.03%
100
137
$9K 0.03%
113
+1
138
$8K 0.03%
+2,000
139
$8K 0.03%
536
+14
140
$8K 0.03%
249
141
$8K 0.03%
157
142
$7K 0.02%
650
143
$7K 0.02%
72
144
$7K 0.02%
143
145
$7K 0.02%
400
146
$7K 0.02%
436
147
$6K 0.02%
108
148
$6K 0.02%
232
149
$6K 0.02%
98
+45
150
$6K 0.02%
160
4 5
6
7 8