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
$93.7M
AUM Growth
+$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.87M
3
+$1.62M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.45M

Top Sells

1
+$1.57M
2
+$1.15M
3
+$652K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$567K
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$478K

Sector Composition

1 Technology 7.35%
2 Consumer Discretionary 5.21%
3 Financials 2.51%
4 Communication Services 1.22%
5 Industrials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.15K ﹤0.01%
87
477
$2.15K ﹤0.01%
22
478
$2.15K ﹤0.01%
14
479
$2.14K ﹤0.01%
55
480
$2.13K ﹤0.01%
118
481
$2.11K ﹤0.01%
40
482
$2.11K ﹤0.01%
47
-151
483
$2.1K ﹤0.01%
2
484
$2.03K ﹤0.01%
181
485
$1.99K ﹤0.01%
41
+6
486
$1.96K ﹤0.01%
55
487
$1.91K ﹤0.01%
11
488
$1.9K ﹤0.01%
213
489
$1.81K ﹤0.01%
42
490
$1.78K ﹤0.01%
26
491
$1.76K ﹤0.01%
25
492
$1.75K ﹤0.01%
115
493
$1.74K ﹤0.01%
393
494
$1.73K ﹤0.01%
165
495
$1.72K ﹤0.01%
29
496
$1.71K ﹤0.01%
178
497
$1.67K ﹤0.01%
373
498
$1.67K ﹤0.01%
9
499
$1.62K ﹤0.01%
200
500
$1.59K ﹤0.01%
36
18 19
20
21 22