We are live on ! Find out more
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
$54.8M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$801K
3
+$389K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$288K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$287K

Top Sells

1
+$1.08M
2
+$1.01M
3
+$452K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$366K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$301K

Sector Composition

1 Technology 3.49%
2 Industrials 1.58%
3 Consumer Discretionary 1.38%
4 Financials 0.89%
5 Energy 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$0 ﹤0.01%
9
502
$0 ﹤0.01%
9
503
$0 ﹤0.01%
6
504
$0 ﹤0.01%
7
505
– –
-165
506
– –
-712
507
– –
-211
508
– –
-96
509
$0 ﹤0.01%
10
510
– –
-3,243
511
– –
-12
512
$0 ﹤0.01%
+3
513
– –
-800
514
– –
-46
515
– –
-91
516
– –
-5,621
517
– –
-290
518
– –
-1
519
– –
-101
520
– –
-49
521
$0 ﹤0.01%
10
522
$0 ﹤0.01%
28
523
$0 ﹤0.01%
1
524
$0 ﹤0.01%
5
525
– –
-605
18 19 20
21
22