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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
$102M
AUM Growth
+$8.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$521K
2
+$426K
3
+$243K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$234K
5
GAUG icon
FT Vest US Equity Moderate Buffer ETF August
GAUG
+$221K

Top Sells

1
+$220K
2
+$131K
3
+$113K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$101K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$80.5K

Sector Composition

1 Technology 7.4%
2 Consumer Discretionary 5.7%
3 Financials 2.46%
4 Communication Services 1.06%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$31 ﹤0.01%
7
577
$21 ﹤0.01%
17
578
$18 ﹤0.01%
7
579
$15 ﹤0.01%
3
580
$15 ﹤0.01%
4
581
– –
0
582
– –
-100
583
$8 ﹤0.01%
+2
584
– –
0
585
– –
-76
586
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-1,774
587
– –
-1,065
588
– –
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589
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-368
590
– –
-139
591
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-189
592
– –
-875
593
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594
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-185
595
– –
-1,000
596
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597
– –
-45
598
– –
-375
599
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-6,500
600
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22 23
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