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
501
$1.48K ﹤0.01%
9
502
$1.38K ﹤0.01%
178
503
$1.26K ﹤0.01%
47
504
$1.24K ﹤0.01%
19
505
$1.23K ﹤0.01%
25
-123
506
$1.22K ﹤0.01%
+43
507
$1.21K ﹤0.01%
15
508
$1.12K ﹤0.01%
+40
509
$1.07K ﹤0.01%
29
510
$1.06K ﹤0.01%
42
511
$1.04K ﹤0.01%
3
512
$980 ﹤0.01%
26
+1
513
$974 ﹤0.01%
21
514
$925 ﹤0.01%
19
515
$918 ﹤0.01%
165
516
$903 ﹤0.01%
22
517
$846 ﹤0.01%
5
518
$789 ﹤0.01%
26
519
$768 ﹤0.01%
41
520
$768 ﹤0.01%
8
521
$763 ﹤0.01%
30
522
$736 ﹤0.01%
4
523
$732 ﹤0.01%
190
524
$686 ﹤0.01%
13
525
$664 ﹤0.01%
62
-512
19 20
21
22 23