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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
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527
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531
$0 ﹤0.01%
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532
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533
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535
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536
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$0 ﹤0.01%
6
538
$0 ﹤0.01%
3
539
$0 ﹤0.01%
3
540
$0 ﹤0.01%
+2
541
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542
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548
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549
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