MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
+2.01%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$93.7M
AUM Growth
+$3.46M
(+3.8%)
Cap. Flow
+$2.31M
Cap. Flow
% of AUM
2.47%
Top 10 Holdings %
Top 10 Hldgs %
38.64%
Holding
717
New
83
Increased
141
Reduced
113
Closed
131
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.87M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.62M |
| 4 |
Vanguard Russell 1000 Value ETF
VONV
|
+$1.55M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$1.45M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight Energy ETF
RSPG
|
+$1.57M |
| 2 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
+$1.15M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$652K |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$567K |
| 5 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$478K |
Sector Composition
| 1 | Technology | 7.35% |
| 2 | Consumer Discretionary | 5.21% |
| 3 | Financials | 2.51% |
| 4 | Communication Services | 1.22% |
| 5 | Industrials | 0.91% |
