MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.4M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Sells

1 +$1.89M
2 +$1.44M
3 +$1.42M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$712K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$422K

Sector Composition

1 Technology 4.18%
2 Consumer Discretionary 1.45%
3 Industrials 1.44%
4 Healthcare 0.67%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$1.2K ﹤0.01%
76
377
$1.14K ﹤0.01%
37
378
$1.14K ﹤0.01%
11
379
$1.12K ﹤0.01%
100
380
$1.05K ﹤0.01%
24
381
$989 ﹤0.01%
67
382
$925 ﹤0.01%
25
383
$912 ﹤0.01%
3
384
$880 ﹤0.01%
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385
$871 ﹤0.01%
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386
$849 ﹤0.01%
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387
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15
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+145
393
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$666 ﹤0.01%
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2
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