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
201
$3K 0.01%
+5
202
$3K 0.01%
+52
203
$3K 0.01%
+44
204
$3K 0.01%
168
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205
$3K 0.01%
+73
206
$3K 0.01%
94
-19
207
$3K 0.01%
310
-5,593
208
$3K 0.01%
+86
209
$3K 0.01%
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210
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+83
211
$3K 0.01%
85
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212
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+31
213
$3K 0.01%
+83
214
$3K 0.01%
+109
215
$3K 0.01%
+51
216
$3K 0.01%
+35
217
$3K 0.01%
+53
218
$3K 0.01%
+37
219
$3K 0.01%
62
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220
$3K 0.01%
+94
221
$3K 0.01%
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222
$3K 0.01%
+6
223
$3K 0.01%
+56
224
$3K 0.01%
+30
225
$3K 0.01%
+62
7 8
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