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
$54.8M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$801K
3
+$389K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$288K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$287K

Top Sells

1
+$1.08M
2
+$1.01M
3
+$452K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$366K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$301K

Sector Composition

1 Technology 3.49%
2 Industrials 1.58%
3 Consumer Discretionary 1.38%
4 Financials 0.89%
5 Energy 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
17
+1
352
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40
+20
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+56
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45
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357
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+34
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360
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3
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3
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40
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15
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5
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375
$1K ﹤0.01%
17
13 14
15
16 17