MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.1M
AUM Growth
+$929K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$419K
2
+$336K
3
+$260K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$104K
5
IAU icon
iShares Gold Trust
IAU
+$102K

Top Sells

1
+$259K
2
+$209K
3
+$113K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$57.2K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$51.1K

Sector Composition

1 Real Estate 1.47%
2 Industrials 1.28%
3 Communication Services 0.77%
4 Consumer Staples 0.44%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.73M 17.69%
13,982
-423
2
$2.97M 14.07%
23,992
-2,091
3
$2.63M 12.46%
41,031
+188
4
$1.94M 9.19%
36,328
+116
5
$1.34M 6.36%
13,217
+2,562
6
$1.3M 6.16%
26,699
+6,903
7
$989K 4.69%
3,677
+1
8
$775K 3.68%
15,445
+8,345
9
$541K 2.57%
25,533
-1,495
10
$313K 1.48%
7,361
+410
11
$222K 1.05%
23,064
-3,277
12
$208K 0.99%
1,902
-1,907
13
$198K 0.94%
3,808
-1,100
14
$149K 0.71%
7,345
+1,920
15
$143K 0.68%
2,032
+10
16
$136K 0.64%
1,554
17
$132K 0.63%
10,500
+8,250
18
$127K 0.6%
5,083
+4,100
19
$126K 0.6%
14,573
-1,485
20
$124K 0.59%
8,296
-300
21
$121K 0.57%
4,104
+529
22
$112K 0.53%
4,660
23
$112K 0.53%
7,329
-411
24
$111K 0.53%
726
-334
25
$110K 0.52%
14,792
1
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