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
$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
1
$4.76M 10.08%
332,703
+21,235
2
$4.56M 9.65%
90,697
-37,482
3
$3.34M 7.07%
32,864
-1,215
4
$3.1M 6.57%
44,325
+20,328
5
$2.91M 6.16%
17,381
+134
6
$2.55M 5.39%
37,804
-5,973
7
$2.34M 4.95%
37,342
-5,352
8
$1.5M 3.18%
30,354
-13,112
9
$1.38M 2.92%
39,813
+1,836
10
$1.34M 2.84%
5,416
+5,405
11
$1.32M 2.79%
13,757
-9,207
12
$1.31M 2.77%
+15,745
13
$1.29M 2.72%
17,461
-939
14
$1.22M 2.58%
35,835
+9,609
15
$1.07M 2.27%
10,494
+215
16
$1.07M 2.26%
10,737
-38
17
$738K 1.56%
2,382
+25
18
$737K 1.56%
+10,194
19
$602K 1.27%
1,953
-8,678
20
$548K 1.16%
4,498
+102
21
$521K 1.1%
16,228
+316
22
$510K 1.08%
5,592
+4
23
$477K 1.01%
8,623
+39
24
$312K 0.66%
5,456
-920
25
$307K 0.65%
1,816
1
2 3 4 5