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
401
$4.1K ﹤0.01%
50
-140
402
$4.09K ﹤0.01%
72
403
$4.09K ﹤0.01%
206
404
$3.9K ﹤0.01%
27
-35
405
$3.76K ﹤0.01%
146
406
$3.75K ﹤0.01%
15
407
$3.71K ﹤0.01%
200
408
$3.69K ﹤0.01%
77
409
$3.66K ﹤0.01%
40
410
$3.59K ﹤0.01%
118
411
$3.59K ﹤0.01%
12
412
$3.58K ﹤0.01%
12
413
$3.51K ﹤0.01%
114
414
$3.48K ﹤0.01%
16
415
$3.47K ﹤0.01%
9
416
$3.45K ﹤0.01%
24
417
$3.38K ﹤0.01%
25
418
$3.36K ﹤0.01%
43
-1
419
$3.31K ﹤0.01%
19
420
$3.31K ﹤0.01%
98
421
$3.3K ﹤0.01%
19
422
$3.27K ﹤0.01%
17
-37
423
$3.2K ﹤0.01%
16
-23
424
$3.2K ﹤0.01%
127
425
$3.17K ﹤0.01%
119
15 16
17
18 19