MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.9M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.47M
3
+$1.38M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.1M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$498K

Top Sells

1
+$1.02M
2
+$839K
3
+$748K
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$477K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$238K

Sector Composition

1 Technology 3%
2 Healthcare 2.33%
3 Consumer Discretionary 1.58%
4 Industrials 1.11%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$148K 0.19%
8,508
+372
52
$139K 0.18%
1,775
53
$131K 0.17%
800
+20
54
$130K 0.17%
3,995
+1,002
55
$113K 0.15%
533
56
$110K 0.14%
1,408
+33
57
$105K 0.14%
4,136
+1,170
58
$102K 0.13%
884
+1
59
$99K 0.13%
1,938
+388
60
$99K 0.13%
646
61
$97K 0.13%
2,263
-3,996
62
$95K 0.12%
2,600
63
$94K 0.12%
1,857
64
$93K 0.12%
4,350
65
$92K 0.12%
4,900
66
$91K 0.12%
331
+18
67
$89K 0.12%
766
-73
68
$88K 0.11%
2,056
69
$87K 0.11%
1,589
70
$87K 0.11%
1,327
71
$87K 0.11%
1,486
72
$82K 0.11%
1,391
73
$78K 0.1%
524
74
$77K 0.1%
4,660
75
$73K 0.09%
466
+23
1 2
3
4 5