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
$31.4M
AUM Growth
-$587K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$695K
2
+$629K
3
+$517K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$404K
5
GCC icon
WisdomTree Enhanced Commodity Strategy Fund
GCC
+$349K

Top Sells

1
+$439K
2
+$347K
3
+$306K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$196K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$157K

Sector Composition

1 Technology 2.45%
2 Industrials 2.05%
3 Real Estate 1.1%
4 Financials 0.92%
5 Healthcare 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.76M 8.79%
11,027
+24
2
$2.54M 8.09%
20,918
-1,145
3
$2.49M 7.94%
41,116
+31
4
$2.42M 7.72%
51,105
+4,847
5
$1.94M 6.2%
38,627
-257
6
$1.61M 5.14%
6,406
-347
7
$982K 3.13%
9,727
-3,027
8
$855K 2.73%
17,440
-1,260
9
$781K 2.49%
38,742
+10,617
10
$729K 2.32%
14,350
-667
11
$695K 2.22%
+10,837
12
$685K 2.18%
9,883
+9,071
13
$679K 2.16%
6,110
-11
14
$565K 1.8%
11,225
-2,599
15
$524K 1.67%
5,031
+645
16
$517K 1.65%
+6,740
17
$437K 1.39%
11,185
-2,495
18
$435K 1.39%
4,440
-1,068
19
$404K 1.29%
+4,028
20
$388K 1.24%
8,584
21
$349K 1.11%
+19,879
22
$322K 1.03%
9,695
+6,790
23
$300K 0.96%
+11,777
24
$261K 0.83%
4,739
-3,552
25
$261K 0.83%
2,858
-129
1
2 3 4 5