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
451
$2.57K ﹤0.01%
43
452
$2.57K ﹤0.01%
19
453
$2.53K ﹤0.01%
126
454
$2.49K ﹤0.01%
26
455
$2.49K ﹤0.01%
250
456
$2.48K ﹤0.01%
24
457
$2.45K ﹤0.01%
36
458
$2.42K ﹤0.01%
14
459
$2.36K ﹤0.01%
310
460
$2.33K ﹤0.01%
92
461
$2.28K ﹤0.01%
37
-149
462
$2.25K ﹤0.01%
40
463
$2.2K ﹤0.01%
96
464
$2.2K ﹤0.01%
140
465
$2.19K ﹤0.01%
20
-87
466
$2.15K ﹤0.01%
22
467
$2.15K ﹤0.01%
8
468
$2.13K ﹤0.01%
4
469
$2.1K ﹤0.01%
2
470
$2.09K ﹤0.01%
26
-14
471
$2.08K ﹤0.01%
+40
472
$2.08K ﹤0.01%
118
473
$2.08K ﹤0.01%
50
474
$2.07K ﹤0.01%
59
475
$2.06K ﹤0.01%
41
17 18
19
20 21