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
551
$299 ﹤0.01%
10
552
$299 ﹤0.01%
8
553
$297 ﹤0.01%
10
554
$281 ﹤0.01%
34
555
$280 ﹤0.01%
12
556
$278 ﹤0.01%
170
557
$255 ﹤0.01%
6
558
$246 ﹤0.01%
41
559
$232 ﹤0.01%
48
560
$232 ﹤0.01%
10
561
$220 ﹤0.01%
67
562
$162 ﹤0.01%
333
563
$159 ﹤0.01%
27
564
$157 ﹤0.01%
+4
565
$126 ﹤0.01%
14
566
$119 ﹤0.01%
1
567
$113 ﹤0.01%
+3
568
$103 ﹤0.01%
5
569
$98 ﹤0.01%
+4
570
$95 ﹤0.01%
1
571
$91 ﹤0.01%
2
572
$52 ﹤0.01%
2
573
$46 ﹤0.01%
3
574
$43 ﹤0.01%
50
575
$41 ﹤0.01%
28
21 22
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24 25