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
$93.7M
AUM Growth
+$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.87M
3
+$1.62M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.45M

Top Sells

1
+$1.57M
2
+$1.15M
3
+$652K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$567K
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$478K

Sector Composition

1 Technology 7.35%
2 Consumer Discretionary 5.21%
3 Financials 2.51%
4 Communication Services 1.22%
5 Industrials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.78K ﹤0.01%
16
452
$2.77K ﹤0.01%
42
453
$2.77K ﹤0.01%
96
454
$2.74K ﹤0.01%
43
455
$2.73K ﹤0.01%
93
456
$2.73K ﹤0.01%
143
457
$2.72K ﹤0.01%
24
458
$2.71K ﹤0.01%
127
-372
459
$2.69K ﹤0.01%
140
460
$2.63K ﹤0.01%
19
461
$2.57K ﹤0.01%
91
+2
462
$2.56K ﹤0.01%
+2
463
$2.55K ﹤0.01%
126
464
$2.49K ﹤0.01%
26
465
$2.48K ﹤0.01%
400
466
$2.47K ﹤0.01%
178
467
$2.47K ﹤0.01%
38
468
$2.39K ﹤0.01%
126
469
$2.37K ﹤0.01%
250
470
$2.36K ﹤0.01%
4
471
$2.25K ﹤0.01%
9
472
$2.22K ﹤0.01%
310
473
$2.22K ﹤0.01%
64
474
$2.2K ﹤0.01%
8
475
$2.17K ﹤0.01%
216
17 18
19
20 21