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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
$93.7M
AUM Growth
+$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.75M
3
+$1.63M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.47M

Top Sells

1
+$1.59M
2
+$1.15M
3
+$660K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$546K
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$479K

Sector Composition

1 Technology 7.34%
2 Consumer Discretionary 5.21%
3 Financials 2.52%
4 Communication Services 1.22%
5 Industrials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
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