MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.4M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Sells

1 +$1.89M
2 +$1.44M
3 +$1.42M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$712K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$422K

Sector Composition

1 Technology 4.18%
2 Consumer Discretionary 1.45%
3 Industrials 1.44%
4 Healthcare 0.67%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$11.3K 0.02%
+130
227
$11.3K 0.02%
626
+145
228
$11.2K 0.02%
+544
229
$11.2K 0.02%
+187
230
$11.2K 0.02%
269
-40
231
$11.2K 0.02%
+643
232
$11.1K 0.02%
+121
233
$11.1K 0.02%
+78
234
$11K 0.02%
+281
235
$11K 0.02%
25
-21
236
$11K 0.02%
205
+42
237
$10.9K 0.02%
+161
238
$10.9K 0.02%
587
-1
239
$10.9K 0.02%
+937
240
$10.8K 0.02%
+36
241
$10.8K 0.02%
+292
242
$10.8K 0.02%
+46
243
$10.8K 0.02%
169
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244
$10.7K 0.02%
588
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245
$10.7K 0.02%
+428
246
$10.6K 0.02%
207
+1
247
$10.6K 0.02%
+852
248
$10.6K 0.02%
+237
249
$10.5K 0.02%
+127
250
$10.5K 0.02%
168
+30