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
301
$7.57K 0.01%
475
302
$7.57K 0.01%
+770
303
$7.54K 0.01%
+70
304
$7.51K 0.01%
+360
305
$7.47K 0.01%
325
306
$7.47K 0.01%
+93
307
$7.47K 0.01%
+34
308
$7.42K 0.01%
+110
309
$7.42K 0.01%
+220
310
$7.41K 0.01%
265
+2
311
$7.38K 0.01%
+707
312
$7.38K 0.01%
87
+1
313
$7.35K 0.01%
368
+48
314
$7.32K 0.01%
278
315
$7.3K 0.01%
289
+2
316
$7.28K 0.01%
135
-18
317
$7.2K 0.01%
+42
318
$7.18K 0.01%
+301
319
$7.12K 0.01%
+54
320
$7.09K 0.01%
15
321
$7.04K 0.01%
+233
322
$7.03K 0.01%
+269
323
$7.02K 0.01%
264
+5
324
$7.01K 0.01%
+22
325
$7K 0.01%
81
+15
11 12
13
14 15