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
326
$4.37K 0.01%
12
327
$4.32K 0.01%
123
328
$4.2K 0.01%
128
+1
329
$4.1K 0.01%
112
330
$4.02K 0.01%
193
331
$3.92K 0.01%
40
332
$3.9K 0.01%
94
333
$3.86K 0.01%
25
334
$3.81K 0.01%
114
335
$3.6K 0.01%
58
336
$3.48K 0.01%
46
337
$3.45K 0.01%
30
338
$3.44K 0.01%
85
339
$3.16K 0.01%
24
340
$3.11K 0.01%
21
341
$3.11K 0.01%
96
342
$3.1K 0.01%
62
343
$3.09K ﹤0.01%
65
+2
344
$3.04K ﹤0.01%
39
345
$3K ﹤0.01%
72
346
$2.93K ﹤0.01%
107
+3
347
$2.84K ﹤0.01%
38
348
$2.67K ﹤0.01%
68
349
$2.65K ﹤0.01%
+1
350
$2.57K ﹤0.01%
+67