MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
+$1.34M
2
+$1.23M
3
+$1.21M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$710K
5
IAU icon
iShares Gold Trust
IAU
+$315K

Top Sells

1
+$2.54M
2
+$1.97M
3
+$1.87M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$845K
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$711K

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 0.02%
338
131
$7K 0.02%
+85
132
$7K 0.02%
33
133
$7K 0.02%
59
+54
134
$7K 0.02%
246
135
$7K 0.02%
+230
136
$7K 0.02%
123
+37
137
$6K 0.01%
227
+1
138
$6K 0.01%
236
+7
139
$6K 0.01%
+45
140
$6K 0.01%
132
141
$6K 0.01%
98
142
$6K 0.01%
226
143
$6K 0.01%
+358
144
$6K 0.01%
120
+2
145
$6K 0.01%
156
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