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
$54.8M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$748K
3
+$351K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$257K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$257K

Top Sells

1
+$996K
2
+$907K
3
+$406K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$326K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$300K

Sector Composition

1 Technology 3.51%
2 Industrials 1.58%
3 Consumer Discretionary 1.38%
4 Financials 0.89%
5 Energy 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$159K 0.29%
5,755
-9,366
52
$159K 0.29%
11,262
+942
53
$152K 0.28%
2,197
54
$141K 0.26%
1,611
+125
55
$129K 0.24%
1,012
-41
56
$126K 0.23%
1,671
+13
57
$124K 0.23%
4,660
-558
58
$120K 0.22%
1,960
+26
59
$119K 0.22%
1,534
-112
60
$107K 0.2%
745
-76
61
$100K 0.18%
1,106
+324
62
$93K 0.17%
+1,841
63
$91K 0.17%
547
64
$91K 0.17%
1,437
+291
65
$87K 0.16%
2,600
66
$84K 0.15%
704
+189
67
$82K 0.15%
993
+236
68
$82K 0.15%
811
+110
69
$76K 0.14%
643
+4
70
$74K 0.14%
4,350
71
$73K 0.13%
2,303
-3,947
72
$70K 0.13%
2,364
73
$69K 0.13%
615
-225
74
$65K 0.12%
397
75
$64K 0.12%
1,593
+1
1 2
3
4 5