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
526
$656 ﹤0.01%
3
527
$647 ﹤0.01%
11
528
$647 ﹤0.01%
6
529
$625 ﹤0.01%
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530
$618 ﹤0.01%
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531
$589 ﹤0.01%
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532
$583 ﹤0.01%
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533
$563 ﹤0.01%
+8
534
$554 ﹤0.01%
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$536 ﹤0.01%
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536
$531 ﹤0.01%
6
537
$526 ﹤0.01%
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538
$508 ﹤0.01%
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$461 ﹤0.01%
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540
$458 ﹤0.01%
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541
$452 ﹤0.01%
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$443 ﹤0.01%
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$424 ﹤0.01%
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$423 ﹤0.01%
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$420 ﹤0.01%
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$408 ﹤0.01%
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$375 ﹤0.01%
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$333 ﹤0.01%
10
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$311 ﹤0.01%
2
550
$307 ﹤0.01%
361
20 21
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