MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.4M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Sells

1 +$1.89M
2 +$1.44M
3 +$1.42M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$712K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$422K

Sector Composition

1 Technology 4.18%
2 Consumer Discretionary 1.45%
3 Industrials 1.44%
4 Healthcare 0.67%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$6.12K 0.01%
249
302
$6.05K 0.01%
94
303
$5.89K 0.01%
82
304
$5.85K 0.01%
50
305
$5.83K 0.01%
+71
306
$5.81K 0.01%
1,000
307
$5.69K 0.01%
25
308
$5.67K 0.01%
502
309
$5.66K 0.01%
125
310
$5.59K 0.01%
125
311
$5.54K 0.01%
167
-82
312
$5.54K 0.01%
95
313
$5.53K 0.01%
123
+5
314
$5.49K 0.01%
15
315
$5.26K 0.01%
149
316
$5.2K 0.01%
106
317
$5.19K 0.01%
65
318
$4.91K 0.01%
15
319
$4.9K 0.01%
24
320
$4.89K 0.01%
63
321
$4.86K 0.01%
151
322
$4.75K 0.01%
48
323
$4.73K 0.01%
67
+1
324
$4.7K 0.01%
89
325
$4.65K 0.01%
95