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
301
$8.52K 0.01%
+179
302
$8.51K 0.01%
+166
303
$8.51K 0.01%
185
+48
304
$8.51K 0.01%
41
+7
305
$8.49K 0.01%
+1,390
306
$8.49K 0.01%
+264
307
$8.49K 0.01%
1,015
+1,010
308
$8.45K 0.01%
207
-26
309
$8.43K 0.01%
+227
310
$8.43K 0.01%
539
+140
311
$8.42K 0.01%
+26
312
$8.41K 0.01%
188
+1
313
$8.39K 0.01%
+262
314
$8.38K 0.01%
148
+3
315
$8.37K 0.01%
+269
316
$8.36K 0.01%
475
317
$8.2K 0.01%
2,000
318
$8.17K 0.01%
+31
319
$8.16K 0.01%
52
-5
320
$8.15K 0.01%
219
+7
321
$8.05K 0.01%
9
+5
322
$7.97K 0.01%
241
323
$7.86K 0.01%
+16
324
$7.72K 0.01%
265
+1
325
$7.6K 0.01%
92
-12
11 12
13
14 15