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
326
$7.19K 0.01%
+100
327
$6.86K 0.01%
325
328
$6.73K 0.01%
107
329
$6.6K 0.01%
71
330
$6.51K 0.01%
350
331
$6.39K 0.01%
278
332
$6.39K 0.01%
547
333
$6.25K 0.01%
150
334
$6.2K 0.01%
93
335
$6.2K 0.01%
+8
336
$6.19K 0.01%
61
-60
337
$6.06K 0.01%
12
338
$6.05K 0.01%
27
339
$6.04K 0.01%
134
340
$6.02K 0.01%
97
-30
341
$6.02K 0.01%
302
342
$5.95K 0.01%
147
343
$5.87K 0.01%
1,344
344
$5.83K 0.01%
46
345
$5.83K 0.01%
215
+1
346
$5.78K 0.01%
68
347
$5.74K 0.01%
36
348
$5.7K 0.01%
114
349
$5.67K 0.01%
106
350
$5.65K 0.01%
54