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
301
$3K ﹤0.01%
26
302
$3K ﹤0.01%
+56
303
$3K ﹤0.01%
250
304
$3K ﹤0.01%
310
305
$3K ﹤0.01%
94
+2
306
$3K ﹤0.01%
400
307
$3K ﹤0.01%
260
308
$3K ﹤0.01%
254
309
$3K ﹤0.01%
361
310
$3K ﹤0.01%
+50
311
$3K ﹤0.01%
23
312
$3K ﹤0.01%
38
313
$2K ﹤0.01%
23
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$2K ﹤0.01%
8
-16
315
$2K ﹤0.01%
172
316
$2K ﹤0.01%
71
+33
317
$2K ﹤0.01%
118
318
$2K ﹤0.01%
3
319
$2K ﹤0.01%
36
320
$2K ﹤0.01%
+110
321
$2K ﹤0.01%
3
322
$2K ﹤0.01%
44
323
$2K ﹤0.01%
36
324
$2K ﹤0.01%
26
325
$2K ﹤0.01%
13
11 12
13
14 15