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
$76.9M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.47M
3
+$1.38M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.1M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$498K

Top Sells

1
+$1.02M
2
+$839K
3
+$748K
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$477K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$238K

Sector Composition

1 Technology 3%
2 Healthcare 2.33%
3 Consumer Discretionary 1.58%
4 Industrials 1.11%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8K 0.01%
94
252
$8K 0.01%
60
+40
253
$8K 0.01%
122
254
$8K 0.01%
+141
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$8K 0.01%
39
+22
256
$8K 0.01%
29
-18
257
$8K 0.01%
246
258
$8K 0.01%
+338
259
$7K 0.01%
935
260
$7K 0.01%
96
261
$7K 0.01%
49
262
$7K 0.01%
+200
263
$7K 0.01%
64
264
$7K 0.01%
238
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265
$7K 0.01%
54
266
$6K 0.01%
30
267
$6K 0.01%
15
268
$6K 0.01%
122
269
$6K 0.01%
226
270
$6K 0.01%
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271
$6K 0.01%
151
272
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8
273
$5K 0.01%
89
274
$5K 0.01%
+210
275
$5K 0.01%
+287
9 10
11
12 13