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
$102M
AUM Growth
+$8.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$442K
3
+$275K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$252K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$243K

Top Sells

1
+$220K
2
+$137K
3
+$113K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$104K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$83.5K

Sector Composition

1 Technology 7.41%
2 Consumer Discretionary 5.7%
3 Financials 2.45%
4 Communication Services 1.06%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.6K 0.01%
12
+6
227
$10.5K 0.01%
39
+30
228
$10.5K 0.01%
+250
229
$10.5K 0.01%
278
+63
230
$10.5K 0.01%
101
-59
231
$10.5K 0.01%
41
-1
232
$10.4K 0.01%
133
233
$10.4K 0.01%
+84
234
$10.3K 0.01%
133
+30
235
$10K 0.01%
291
+2
236
$9.83K 0.01%
143
+1
237
$9.65K 0.01%
189
+2
238
$9.56K 0.01%
+67
239
$9.51K 0.01%
+146
240
$9.46K 0.01%
+122
241
$9.46K 0.01%
+87
242
$9.4K 0.01%
+54
243
$9.39K 0.01%
112
+6
244
$9.37K 0.01%
485
245
$9.29K 0.01%
228
-19
246
$9.28K 0.01%
+504
247
$9.19K 0.01%
74
+68
248
$9.16K 0.01%
+83
249
$9.15K 0.01%
1,328
+120
250
$9.15K 0.01%
253
+11
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10
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