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
276
$8.03K 0.01%
19
-4
277
$8.02K 0.01%
81
-2
278
$8K 0.01%
+1,443
279
$7.99K 0.01%
375
-12
280
$7.98K 0.01%
258
+1
281
$7.94K 0.01%
+247
282
$7.93K 0.01%
+90
283
$7.88K 0.01%
215
+107
284
$7.84K 0.01%
+313
285
$7.83K 0.01%
+112
286
$7.82K 0.01%
+210
287
$7.8K 0.01%
726
+105
288
$7.75K 0.01%
+115
289
$7.74K 0.01%
692
-571
290
$7.73K 0.01%
45
-8
291
$7.7K 0.01%
+145
292
$7.69K 0.01%
283
+59
293
$7.68K 0.01%
103
+51
294
$7.67K 0.01%
+1,071
295
$7.64K 0.01%
147
-194
296
$7.64K 0.01%
+189
297
$7.59K 0.01%
+45
298
$7.58K 0.01%
+780
299
$7.58K 0.01%
+429
300
$7.58K 0.01%
+193
10 11
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