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
26
$1.17M 1.15%
32,516
+413
27
$1.11M 1.08%
3,903
+14
28
$1.04M 1.02%
10,352
+37
29
$1.04M 1.01%
9,183
+16
30
$954K 0.93%
9,651
-420
31
$811K 0.79%
3,033
+124
32
$795K 0.78%
4,665
+14
33
$778K 0.76%
7,227
-776
34
$725K 0.71%
11,191
+47
35
$598K 0.58%
11,344
-286
36
$591K 0.58%
1,575
+2
37
$584K 0.57%
2,950
-1
38
$570K 0.56%
4,330
39
$570K 0.56%
2,100
40
$533K 0.52%
6,051
+510
41
$527K 0.52%
+110,708
42
$510K 0.5%
5,394
+201
43
$510K 0.5%
2,308
+199
44
$494K 0.48%
14,864
+399
45
$486K 0.47%
4,056
+15
46
$478K 0.47%
2,563
+720
47
$446K 0.44%
10,802
-61
48
$422K 0.41%
43
49
$421K 0.41%
9,187
-239
50
$414K 0.4%
3,534
+16
1
2
3 4 5