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
376
$4.78K ﹤0.01%
30
377
$4.68K ﹤0.01%
47
378
$4.65K ﹤0.01%
94
-137
379
$4.6K ﹤0.01%
16
380
$4.6K ﹤0.01%
648
381
$4.55K ﹤0.01%
89
382
$4.51K ﹤0.01%
651
383
$4.48K ﹤0.01%
781
384
$4.48K ﹤0.01%
100
385
$4.46K ﹤0.01%
53
386
$4.41K ﹤0.01%
37
387
$4.37K ﹤0.01%
150
388
$4.31K ﹤0.01%
24
389
$4.31K ﹤0.01%
40
+1
390
$4.3K ﹤0.01%
+40
391
$4.28K ﹤0.01%
60
392
$4.27K ﹤0.01%
72
393
$4.26K ﹤0.01%
169
394
$4.21K ﹤0.01%
114
395
$4.2K ﹤0.01%
22
396
$4.13K ﹤0.01%
146
397
$4.11K ﹤0.01%
41
-71
398
$4.1K ﹤0.01%
296
399
$4.06K ﹤0.01%
29
-42
400
$4.04K ﹤0.01%
43
14 15
16
17 18