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
426
$3.26K ﹤0.01%
19
427
$3.26K ﹤0.01%
12
428
$3.2K ﹤0.01%
+100
429
$3.15K ﹤0.01%
143
430
$3.13K ﹤0.01%
39
431
$3.1K ﹤0.01%
243
-562
432
$3.07K ﹤0.01%
34
433
$3.07K ﹤0.01%
8
434
$3K ﹤0.01%
59
435
$2.98K ﹤0.01%
92
+1
436
$2.93K ﹤0.01%
119
437
$2.91K ﹤0.01%
17
438
$2.87K ﹤0.01%
25
439
$2.85K ﹤0.01%
126
440
$2.76K ﹤0.01%
21
441
$2.76K ﹤0.01%
16
442
$2.72K ﹤0.01%
31
443
$2.71K ﹤0.01%
118
444
$2.7K ﹤0.01%
200
445
$2.64K ﹤0.01%
66
446
$2.63K ﹤0.01%
178
447
$2.61K ﹤0.01%
127
448
$2.61K ﹤0.01%
16
449
$2.6K ﹤0.01%
400
450
$2.6K ﹤0.01%
39
-94
16 17
18
19 20