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
326
$2K ﹤0.01%
123
327
$2K ﹤0.01%
+40
328
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+31
329
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22
330
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25
331
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+23
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1
333
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2
336
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15
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+7
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8
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10
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8
341
$1K ﹤0.01%
170
342
$1K ﹤0.01%
2
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$1K ﹤0.01%
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$1K ﹤0.01%
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$1K ﹤0.01%
86
346
$1K ﹤0.01%
10
347
$1K ﹤0.01%
3
348
$1K ﹤0.01%
9
349
$1K ﹤0.01%
8
350
$1K ﹤0.01%
2
12 13
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15 16