MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
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
+$1.85M
2
+$1.47M
3
+$1.38M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.1M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$498K

Top Sells

1
+$1.02M
2
+$839K
3
+$748K
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$477K
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 1.11%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$891K 1.15%
8,064
-978
27
$773K 1%
8,875
+36
28
$756K 0.98%
18,254
+23
29
$741K 0.96%
7,416
-433
30
$707K 0.91%
1,648
-18
31
$473K 0.61%
4,699
-8,339
32
$458K 0.59%
4,193
+343
33
$397K 0.51%
13,557
-324
34
$396K 0.51%
3,148
+204
35
$391K 0.51%
1,512
36
$379K 0.49%
10,377
+241
37
$373K 0.48%
10,276
+88
38
$357K 0.46%
1,819
39
$345K 0.45%
7,085
+770
40
$311K 0.4%
11,107
+1,462
41
$302K 0.39%
7,092
+311
42
$277K 0.36%
5,483
+1
43
$206K 0.27%
43
44
$192K 0.25%
1,279
+125
45
$189K 0.24%
1,853
+207
46
$177K 0.23%
650
47
$171K 0.22%
4,330
48
$160K 0.21%
2,197
49
$153K 0.2%
1,619
+9
50
$149K 0.19%
680
+2
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2
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