MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$54.8M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$748K
3
+$351K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$257K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$257K

Top Sells

1
+$996K
2
+$907K
3
+$406K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$326K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$300K

Sector Composition

1 Technology 3.49%
2 Industrials 1.58%
3 Consumer Discretionary 1.38%
4 Financials 0.89%
5 Energy 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K 0.02%
+249
227
$10K 0.02%
499
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228
$10K 0.02%
+119
229
$10K 0.02%
371
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230
$9K 0.02%
+126
231
$9K 0.02%
+121
232
$9K 0.02%
122
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233
$9K 0.02%
+353
234
$9K 0.02%
+385
235
$9K 0.02%
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236
$9K 0.02%
+223
237
$9K 0.02%
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238
$9K 0.02%
78
239
$9K 0.02%
65
240
$9K 0.02%
336
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241
$9K 0.02%
450
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242
$9K 0.02%
370
243
$9K 0.02%
2,000
244
$9K 0.02%
+295
245
$9K 0.02%
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246
$9K 0.02%
25
247
$9K 0.02%
205
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248
$9K 0.02%
+45
249
$9K 0.02%
+86
250
$9K 0.02%
+690
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