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
501
$1.53K ﹤0.01%
59
502
$1.52K ﹤0.01%
36
503
$1.47K ﹤0.01%
9
-29
504
$1.47K ﹤0.01%
110
505
$1.4K ﹤0.01%
12
+1
506
$1.37K ﹤0.01%
84
507
$1.31K ﹤0.01%
9
508
$1.19K ﹤0.01%
15
509
$1.19K ﹤0.01%
25
510
$1.15K ﹤0.01%
25
511
$1.04K ﹤0.01%
+19
512
$1.03K ﹤0.01%
+29
513
$1.02K ﹤0.01%
+42
514
$1.01K ﹤0.01%
21
-25
515
$992 ﹤0.01%
3
516
$863 ﹤0.01%
19
517
$857 ﹤0.01%
26
+1
518
$818 ﹤0.01%
22
519
$772 ﹤0.01%
41
520
$766 ﹤0.01%
6
521
$759 ﹤0.01%
5
522
$713 ﹤0.01%
648
523
$707 ﹤0.01%
8
524
$703 ﹤0.01%
92
525
$698 ﹤0.01%
30
19 20
21
22 23