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MIM

Macroview Investment Management Portfolio holdings

AUM $143M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.9M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.5M
3
+$1.39M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.13M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$498K

Top Sells

1
+$1.05M
2
+$866K
3
+$747K
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$461K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$238K

Sector Composition

1 Technology 3%
2 Healthcare 2.33%
3 Consumer Discretionary 1.58%
4 Industrials 1.1%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-47
427
$0 ﹤0.01%
+5
428
– –
-2,450
429
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0
430
$0 ﹤0.01%
9
+3
431
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9
+3
432
$0 ﹤0.01%
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433
$0 ﹤0.01%
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434
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5
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435
$0 ﹤0.01%
7
+3
436
$0 ﹤0.01%
2
437
– –
-1,360
438
– –
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439
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440
$0 ﹤0.01%
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441
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-327
442
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443
$0 ﹤0.01%
+2
444
$0 ﹤0.01%
+4
445
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446
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447
– –
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448
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449
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-95
450
– –
-52
16 17
18
19 20