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
426
$3.17K ﹤0.01%
23
427
$3.15K ﹤0.01%
86
428
$3.15K ﹤0.01%
20
-40
429
$3.13K ﹤0.01%
27
430
$3.1K ﹤0.01%
22
431
$3.06K ﹤0.01%
600
432
$3.03K ﹤0.01%
15
433
$2.99K ﹤0.01%
8
-400
434
$2.98K ﹤0.01%
10
-24
435
$2.98K ﹤0.01%
19
436
$2.96K ﹤0.01%
21
437
$2.96K ﹤0.01%
92
438
$2.94K ﹤0.01%
39
439
$2.92K ﹤0.01%
59
440
$2.92K ﹤0.01%
78
441
$2.91K ﹤0.01%
34
442
$2.91K ﹤0.01%
106
443
$2.91K ﹤0.01%
+20
444
$2.87K ﹤0.01%
68
445
$2.86K ﹤0.01%
+100
446
$2.85K ﹤0.01%
66
-44
447
$2.84K ﹤0.01%
45
448
$2.82K ﹤0.01%
116
449
$2.8K ﹤0.01%
62
+2
450
$2.79K ﹤0.01%
24
16 17
18
19 20