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
$93.7M
AUM Growth
+$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.87M
3
+$1.62M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.45M

Top Sells

1
+$1.57M
2
+$1.15M
3
+$652K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$567K
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$478K

Sector Composition

1 Technology 7.35%
2 Consumer Discretionary 5.21%
3 Financials 2.51%
4 Communication Services 1.22%
5 Industrials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.5K 0.01%
483
-23
227
$10.5K 0.01%
107
-11
228
$10.4K 0.01%
63
229
$10.4K 0.01%
+304
230
$10.2K 0.01%
243
+3
231
$10.1K 0.01%
48
232
$9.99K 0.01%
534
+52
233
$9.96K 0.01%
57
234
$9.96K 0.01%
133
235
$9.86K 0.01%
133
+19
236
$9.82K 0.01%
171
237
$9.58K 0.01%
90
+70
238
$9.54K 0.01%
574
+524
239
$9.38K 0.01%
187
-1,359
240
$9.31K 0.01%
142
241
$8.98K 0.01%
174
+35
242
$8.95K 0.01%
+1,208
243
$8.84K 0.01%
50
+9
244
$8.77K 0.01%
55
-7
245
$8.75K 0.01%
146
+27
246
$8.7K 0.01%
187
247
$8.63K 0.01%
47
+3
248
$8.59K 0.01%
57
-48
249
$8.58K 0.01%
695
250
$8.51K 0.01%
+242
8 9
10
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