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
376
$4.95K 0.01%
378
-125
377
$4.94K 0.01%
49
-6
378
$4.93K 0.01%
+244
379
$4.9K 0.01%
151
380
$4.9K 0.01%
+781
381
$4.88K 0.01%
60
-45
382
$4.87K 0.01%
47
-67
383
$4.84K 0.01%
+30
384
$4.81K 0.01%
+826
385
$4.79K 0.01%
288
-77
386
$4.77K 0.01%
30
387
$4.74K 0.01%
302
-94
388
$4.66K 0.01%
111
-114
389
$4.61K ﹤0.01%
78
-18
390
$4.58K ﹤0.01%
18
-6
391
$4.51K ﹤0.01%
100
+3
392
$4.49K ﹤0.01%
169
393
$4.44K ﹤0.01%
106
394
$4.41K ﹤0.01%
452
-32
395
$4.35K ﹤0.01%
150
396
$4.34K ﹤0.01%
63
397
$4.33K ﹤0.01%
+50
398
$4.21K ﹤0.01%
100
-188
399
$4.17K ﹤0.01%
53
-30
400
$4.1K ﹤0.01%
39
14 15
16
17 18