MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
+9.29%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$40.3M
AUM Growth
+$8.91M
(+28%)
Cap. Flow
+$5.87M
Cap. Flow
% of AUM
14.59%
Top 10 Holdings %
Top 10 Hldgs %
53.22%
Holding
418
New
83
Increased
46
Reduced
58
Closed
89
Top Buys
| 1 |
Sprott Physical Gold
PHYS
|
$3.05M |
| 2 |
SPDR NYSE Technology ETF
XNTK
|
$1.11M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$760K |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$562K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$454K |
Top Sells
Sector Composition
| 1 | Industrials | 2.2% |
| 2 | Technology | 2.09% |
| 3 | Healthcare | 0.92% |
| 4 | Energy | 0.69% |
| 5 | Financials | 0.69% |
