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
551
$310 ﹤0.01%
48
552
$308 ﹤0.01%
10
553
$287 ﹤0.01%
10
554
$277 ﹤0.01%
10
555
$274 ﹤0.01%
2
556
$268 ﹤0.01%
8
557
$253 ﹤0.01%
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558
$241 ﹤0.01%
12
559
$241 ﹤0.01%
361
560
$238 ﹤0.01%
6
561
$224 ﹤0.01%
41
-1,000
562
$200 ﹤0.01%
10
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$191 ﹤0.01%
11
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$170 ﹤0.01%
333
565
$170 ﹤0.01%
14
566
$149 ﹤0.01%
3
567
$125 ﹤0.01%
27
+5
568
$112 ﹤0.01%
1
569
$95 ﹤0.01%
170
570
$94 ﹤0.01%
5
571
$87 ﹤0.01%
2
572
$72 ﹤0.01%
1
573
$61 ﹤0.01%
+3
574
$54 ﹤0.01%
28
575
$47 ﹤0.01%
2
-200
21 22
23
24 25