MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
+$2.24M
2
+$1.75M
3
+$1.63M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.47M

Top Sells

1
+$1.59M
2
+$1.15M
3
+$660K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$546K
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$479K

Sector Composition

1 Technology 7.34%
2 Consumer Discretionary 5.21%
3 Financials 2.52%
4 Communication Services 1.22%
5 Industrials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6.97K 0.01%
46
327
$6.96K 0.01%
+48
328
$6.94K 0.01%
+33
329
$6.92K 0.01%
2,000
330
$6.91K 0.01%
+21
331
$6.83K 0.01%
+399
332
$6.79K 0.01%
127
333
$6.75K 0.01%
114
334
$6.66K 0.01%
241
335
$6.56K 0.01%
25
+12
336
$6.53K 0.01%
+55
337
$6.53K 0.01%
551
338
$6.45K 0.01%
+30
339
$6.32K 0.01%
107
340
$6.28K 0.01%
+477
341
$6.11K 0.01%
547
+111
342
$6.02K 0.01%
208
343
$6.02K 0.01%
14
+8
344
$5.99K 0.01%
185
345
$5.97K 0.01%
+71
346
$5.85K 0.01%
12
347
$5.8K 0.01%
139
-550
348
$5.77K 0.01%
200
-182
349
$5.67K 0.01%
303
350
$5.61K 0.01%
134
12 13
14
15 16