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
526
$681 ﹤0.01%
190
527
$643 ﹤0.01%
13
+1
528
$639 ﹤0.01%
4
+1
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$622 ﹤0.01%
6
530
$610 ﹤0.01%
3
531
$594 ﹤0.01%
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532
$580 ﹤0.01%
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$541 ﹤0.01%
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$520 ﹤0.01%
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535
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$487 ﹤0.01%
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$475 ﹤0.01%
10
538
$465 ﹤0.01%
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539
$454 ﹤0.01%
+11
540
$444 ﹤0.01%
6
541
$432 ﹤0.01%
260
542
$423 ﹤0.01%
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543
$414 ﹤0.01%
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544
$411 ﹤0.01%
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$392 ﹤0.01%
+1
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$377 ﹤0.01%
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$355 ﹤0.01%
2
-7
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$353 ﹤0.01%
8
549
$351 ﹤0.01%
21
-904
550
$343 ﹤0.01%
32
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