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
476
$2.05K ﹤0.01%
42
477
$2.03K ﹤0.01%
216
478
$2.03K ﹤0.01%
55
479
$2.02K ﹤0.01%
29
480
$2.02K ﹤0.01%
181
481
$1.95K ﹤0.01%
393
482
$1.91K ﹤0.01%
213
483
$1.91K ﹤0.01%
11
484
$1.9K ﹤0.01%
84
485
$1.89K ﹤0.01%
26
486
$1.86K ﹤0.01%
9
487
$1.84K ﹤0.01%
373
488
$1.8K ﹤0.01%
25
489
$1.78K ﹤0.01%
55
490
$1.78K ﹤0.01%
200
491
$1.76K ﹤0.01%
115
492
$1.75K ﹤0.01%
36
493
$1.63K ﹤0.01%
20
-70
494
$1.63K ﹤0.01%
87
495
$1.63K ﹤0.01%
334
-266
496
$1.62K ﹤0.01%
9
497
$1.62K ﹤0.01%
110
498
$1.61K ﹤0.01%
24
499
$1.58K ﹤0.01%
12
-8
500
$1.56K ﹤0.01%
12
18 19
20
21 22