MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
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
126
$26K 0.03%
2,450
127
$26K 0.03%
1,698
128
$26K 0.03%
+36
129
$25K 0.03%
+594
130
$25K 0.03%
+1,267
131
$25K 0.03%
+281
132
$25K 0.03%
254
+17
133
$23K 0.03%
488
+315
134
$23K 0.03%
759
+120
135
$22K 0.03%
289
-11
136
$21K 0.03%
450
+120
137
$21K 0.03%
820
138
$21K 0.03%
69
139
$20K 0.03%
+571
140
$20K 0.03%
+145
141
$20K 0.03%
615
142
$19K 0.03%
+228
143
$19K 0.03%
124
144
$19K 0.03%
65
145
$19K 0.03%
+570
146
$19K 0.03%
+610
147
$19K 0.03%
124
-28
148
$19K 0.03%
+327
149
$18K 0.02%
+1,065
150
$18K 0.02%
47
-12
4 5
6
7 8