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
$74M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$1.16M
3
+$1.1M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$127K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$105K

Top Sells

1
+$1.14M
2
+$1.12M
3
+$1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$881K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$537K

Sector Composition

1 Technology 2.83%
2 Consumer Discretionary 1.3%
3 Industrials 1.29%
4 Healthcare 0.76%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.39M 7.22%
107,316
-19,963
2
$4.3M 5.76%
43,634
+1,286
3
$4.16M 5.58%
296,539
-10,796
4
$4.14M 5.55%
40,622
-10,992
5
$3.25M 4.36%
+117,346
6
$3.12M 4.18%
58,656
+75
7
$3.02M 4.05%
18,254
-187
8
$2.63M 3.52%
24,471
+895
9
$2.62M 3.51%
28,865
-12,565
10
$2.59M 3.47%
30,081
-10,239
11
$2.4M 3.21%
32,027
+1,200
12
$2.38M 3.19%
6,718
-1,515
13
$2.21M 2.97%
16,662
-3,581
14
$1.8M 2.41%
27,925
+384
15
$1.69M 2.27%
31,460
+21,590
16
$1.69M 2.27%
50,130
+950
17
$1.65M 2.21%
41,885
+1,030
18
$1.58M 2.12%
32,646
-107
19
$1.53M 2.05%
9,597
+119
20
$1.5M 2.01%
3,491
+44
21
$1.37M 1.84%
13,038
+208
22
$1.11M 1.48%
17,370
+17,338
23
$1.06M 1.43%
12,149
+1,195
24
$1M 1.34%
9,042
-1,172
25
$823K 1.1%
6,006
-27
1
2 3 4 5