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
351
$5.64K 0.01%
200
352
$5.63K 0.01%
69
+1
353
$5.6K 0.01%
151
354
$5.6K 0.01%
303
355
$5.6K 0.01%
+13
356
$5.59K 0.01%
45
357
$5.55K 0.01%
6
-4
358
$5.48K 0.01%
49
359
$5.43K 0.01%
334
360
$5.41K 0.01%
246
361
$5.38K 0.01%
18
362
$5.34K 0.01%
128
363
$5.34K 0.01%
49
+1
364
$5.34K 0.01%
1,131
365
$5.32K 0.01%
353
+7
366
$5.32K 0.01%
89
367
$5.16K 0.01%
378
368
$5.04K ﹤0.01%
208
369
$5.03K ﹤0.01%
288
370
$5.02K ﹤0.01%
30
371
$4.99K ﹤0.01%
111
+100
372
$4.94K ﹤0.01%
244
373
$4.93K ﹤0.01%
452
374
$4.92K ﹤0.01%
100
375
$4.79K ﹤0.01%
+50
13 14
15
16 17