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
351
$5.58K 0.01%
68
-14
352
$5.51K 0.01%
+54
353
$5.47K 0.01%
1,344
-151
354
$5.43K 0.01%
6
+2
355
$5.41K 0.01%
651
-133
356
$5.4K 0.01%
246
357
$5.39K 0.01%
350
358
$5.38K 0.01%
89
359
$5.37K 0.01%
212
360
$5.33K 0.01%
+45
361
$5.33K 0.01%
+214
362
$5.28K 0.01%
150
-19
363
$5.28K 0.01%
37
-23
364
$5.25K 0.01%
334
-9
365
$5.19K 0.01%
22
-39
366
$5.12K 0.01%
346
+14
367
$5.12K 0.01%
36
-29
368
$5.1K 0.01%
89
-88
369
$5.09K 0.01%
128
370
$5.08K 0.01%
61
-106
371
$5.06K 0.01%
94
372
$5.05K 0.01%
+108
373
$5.03K 0.01%
68
374
$5.02K 0.01%
+296
375
$5.02K 0.01%
16
-27
13 14
15
16 17