MIM

Macroview Investment Management Portfolio holdings

AUM $143M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.05M
3
+$606K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$498K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$385K

Top Sells

1
+$1.35M
2
+$704K
3
+$351K
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$322K
5
CEG icon
Constellation Energy
CEG
+$308K

Sector Composition

1 Technology 7.2%
2 Consumer Discretionary 3.93%
3 Financials 1.75%
4 Communication Services 1.35%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.16%
+11,140
27
$1.45M 1.09%
62,062
28
$1.44M 1.08%
27,152
-98
29
$1.4M 1.05%
4,280
+102
30
$1.37M 1.03%
4,865
+118
31
$1.33M 1%
30,285
32
$1.32M 1%
32,653
-43
33
$1.32M 0.99%
14,752
+90
34
$1.3M 0.97%
33,773
+58
35
$1.24M 0.93%
9,502
-154
36
$1.08M 0.81%
14,752
+298
37
$1.04M 0.78%
3,478
-568
38
$863K 0.65%
14,398
+1,497
39
$853K 0.64%
1,710
40
$793K 0.6%
6,964
-46
41
$740K 0.56%
6,324
+8
42
$713K 0.54%
3,824
+216
43
$699K 0.52%
2,104
44
$629K 0.47%
2,916
+9
45
$625K 0.47%
+14,632
46
$620K 0.47%
6,638
+634
47
$611K 0.46%
16,194
+222
48
$569K 0.43%
4,133
+14
49
$560K 0.42%
2,305
+49
50
$540K 0.41%
5,592
-35
1
2
3 4