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
476
$0 ﹤0.01%
6
477
$0 ﹤0.01%
+5
478
– –
-530
479
– –
-59
480
$0 ﹤0.01%
2
481
– –
-16,000
482
– –
-1,020
483
– –
-64
484
– –
-930
485
– –
-27
486
$0 ﹤0.01%
10
487
$0 ﹤0.01%
2
488
– –
-188
489
$0 ﹤0.01%
40
490
$0 ﹤0.01%
+10
491
– –
-247
492
$0 ﹤0.01%
6
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