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
126
$8K 0.02%
49
127
$8K 0.02%
112
128
$8K 0.02%
+176
129
$8K 0.02%
94
130
$7K 0.01%
246
131
$7K 0.01%
+230
132
$7K 0.01%
123
+37
133
$7K 0.01%
338
134
$7K 0.01%
+85
135
$7K 0.01%
33
136
$7K 0.01%
59
+54
137
$6K 0.01%
236
+7
138
$6K 0.01%
120
+2
139
$6K 0.01%
156
140
$6K 0.01%
+45
141
$6K 0.01%
132
142
$6K 0.01%
98
143
$6K 0.01%
226
144
$6K 0.01%
227
+1
145
$6K 0.01%
+358
146
$5K 0.01%
114
+54
147
$5K 0.01%
14
-55
148
$5K 0.01%
100
149
$5K 0.01%
101
150
$5K 0.01%
+2,445
4 5
6
7 8