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

Top Buys

1
+$2.33M
2
+$1.87M
3
+$1.62M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.45M

Top Sells

1
+$1.57M
2
+$1.15M
3
+$652K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$567K
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$478K

Sector Composition

1 Technology 7.35%
2 Consumer Discretionary 5.21%
3 Financials 2.51%
4 Communication Services 1.22%
5 Industrials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$356K 0.38%
1,843
+694
52
$343K 0.36%
5,357
-408
53
$327K 0.35%
1,446
+9
54
$326K 0.35%
43
55
$301K 0.32%
5,335
-5,558
56
$288K 0.31%
1,572
-138
57
$288K 0.3%
14,638
-7,551
58
$282K 0.3%
1,548
+105
59
$282K 0.3%
13,146
+117
60
$281K 0.3%
7,085
+79
61
$275K 0.29%
8,905
-7,000
62
$271K 0.29%
7,546
-5,831
63
$268K 0.28%
5,046
+2,120
64
$263K 0.28%
1,522
-217
65
$261K 0.28%
3,915
+47
66
$253K 0.27%
2,373
-2,484
67
$241K 0.25%
12,524
-1,110
68
$220K 0.23%
6,500
69
$216K 0.23%
1,187
+14
70
$211K 0.22%
419
-15
71
$203K 0.22%
2,092
+10
72
$188K 0.2%
2,249
+20
73
$179K 0.19%
420
74
$178K 0.19%
1,112
75
$177K 0.19%
303
1 2
3
4 5