MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
+$1.9M
2
+$1.5M
3
+$1.39M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.13M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$498K

Top Sells

1
+$1.05M
2
+$866K
3
+$747K
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$461K
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 1.1%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K 0.01%
+287
277
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22
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14
279
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15
280
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98
281
$5K 0.01%
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282
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195
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$5K 0.01%
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285
$4K 0.01%
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$4K 0.01%
+65
287
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23
288
$4K 0.01%
190
+42
289
$4K 0.01%
400
290
$4K 0.01%
125
291
$4K 0.01%
64
292
$4K 0.01%
47
293
$4K 0.01%
114
294
$4K 0.01%
43
295
$3K ﹤0.01%
125
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296
$3K ﹤0.01%
93
297
$3K ﹤0.01%
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$3K ﹤0.01%
18
299
$3K ﹤0.01%
26
300
$3K ﹤0.01%
+56
10 11
12
13 14