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
251
$9.13K 0.01%
88
+1
252
$9.11K 0.01%
122
-24
253
$9.09K 0.01%
+42
254
$9.03K 0.01%
+195
255
$9.01K 0.01%
+71
256
$8.99K 0.01%
+288
257
$8.99K 0.01%
230
-191
258
$8.98K 0.01%
557
+114
259
$8.97K 0.01%
+54
260
$8.95K 0.01%
695
261
$8.94K 0.01%
+22
262
$8.93K 0.01%
+144
263
$8.92K 0.01%
+85
264
$8.92K 0.01%
+297
265
$8.91K 0.01%
158
+23
266
$8.88K 0.01%
+35
267
$8.87K 0.01%
83
+2
268
$8.87K 0.01%
+354
269
$8.86K 0.01%
136
+21
270
$8.86K 0.01%
+126
271
$8.84K 0.01%
+337
272
$8.83K 0.01%
50
+5
273
$8.8K 0.01%
+67
274
$8.8K 0.01%
+147
275
$8.79K 0.01%
342
-87
9 10
11
12 13