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
276
$8.78K 0.01%
396
-6
277
$8.78K 0.01%
262
-51
278
$8.76K 0.01%
+766
279
$8.75K 0.01%
+323
280
$8.74K 0.01%
+358
281
$8.74K 0.01%
21
+2
282
$8.71K 0.01%
+104
283
$8.71K 0.01%
+292
284
$8.71K 0.01%
+239
285
$8.68K 0.01%
+562
286
$8.66K 0.01%
+117
287
$8.66K 0.01%
+505
288
$8.64K 0.01%
477
289
$8.63K 0.01%
+240
290
$8.62K 0.01%
200
291
$8.61K 0.01%
408
+7
292
$8.6K 0.01%
+1,132
293
$8.6K 0.01%
+47
294
$8.59K 0.01%
+152
295
$8.57K 0.01%
202
-67
296
$8.56K 0.01%
47
297
$8.55K 0.01%
+339
298
$8.54K 0.01%
+182
299
$8.54K 0.01%
492
-10
300
$8.53K 0.01%
81
10 11
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