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
151
$17K 0.02%
350
152
$17K 0.02%
690
153
$16K 0.02%
220
154
$16K 0.02%
2,000
155
$16K 0.02%
1,675
156
$14K 0.02%
248
157
$14K 0.02%
153
158
$14K 0.02%
+149
159
$13K 0.02%
127
+1
160
$13K 0.02%
544
161
$13K 0.02%
163
162
$12K 0.02%
49
163
$12K 0.02%
176
164
$12K 0.02%
213
165
$12K 0.02%
222
166
$11K 0.01%
84
-42
167
$11K 0.01%
155
168
$11K 0.01%
695
169
$11K 0.01%
751
170
$11K 0.01%
202
171
$11K 0.01%
247
172
$10K 0.01%
261
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173
$10K 0.01%
80
174
$10K 0.01%
134
175
$10K 0.01%
81
5 6
7
8 9