MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
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
+$527K
2
+$442K
3
+$275K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$252K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$243K

Top Sells

1
+$220K
2
+$137K
3
+$113K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$104K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$83.5K

Sector Composition

1 Technology 7.41%
2 Consumer Discretionary 5.7%
3 Financials 2.45%
4 Communication Services 1.06%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$405K 0.4%
3,338
+115
52
$397K 0.39%
3,667
-298
53
$362K 0.35%
5,357
54
$358K 0.35%
1,453
+7
55
$336K 0.33%
1,522
56
$330K 0.32%
1,675
+127
57
$317K 0.31%
8,429
-3,647
58
$310K 0.3%
7,480
+395
59
$303K 0.3%
13,386
+240
60
$300K 0.29%
5,069
-266
61
$279K 0.27%
4,851
-195
62
$279K 0.27%
3,922
+7
63
$275K 0.27%
+13,500
64
$263K 0.26%
1,574
+2
65
$257K 0.25%
12,484
-40
66
$253K 0.25%
2,332
-41
67
$253K 0.25%
12,306
-2,332
68
$247K 0.24%
431
+12
69
$239K 0.23%
6,887
-659
70
$235K 0.23%
7,315
-1,590
71
$226K 0.22%
+6,500
72
$219K 0.21%
2,103
+11
73
$211K 0.21%
1,112
74
$208K 0.2%
2,580
+28
75
$206K 0.2%
1,241
+54
1 2
3
4 5