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
$122M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.41M
3
+$1.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$881K
5
LCTU icon
BlackRock US Carbon Transition Readiness ETF
LCTU
+$351K

Top Sells

1
+$1.5M
2
+$1.2M
3
+$324K
4
GAUG icon
FT Vest US Equity Moderate Buffer ETF August
GAUG
+$226K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$209K

Sector Composition

1 Technology 6.65%
2 Consumer Discretionary 3.91%
3 Financials 1.78%
4 Industrials 1.12%
5 Communication Services 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPEM icon
51
SPDR Portfolio Emerging Markets ETF
SPEM
$14.7B
$475K 0.39%
11,106
+588
GDS icon
52
GDS Holdings
GDS
$6.69B
$473K 0.38%
15,460
-3,090
IBM icon
53
IBM
IBM
$287B
$460K 0.37%
1,561
-4
VIOO icon
54
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.11B
$433K 0.35%
4,281
+115
IVE icon
55
iShares S&P 500 Value ETF
IVE
$42.5B
$402K 0.33%
2,056
+310
GOOGL icon
56
Alphabet (Google) Class A
GOOGL
$3.14T
$398K 0.32%
2,256
-32
SPLG icon
57
SPDR Portfolio S&P 500 ETF
SPLG
$90B
$393K 0.32%
5,412
+55
AMZN icon
58
Amazon
AMZN
$2.39T
$388K 0.32%
1,769
-81
TOTL icon
59
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.91B
$380K 0.31%
9,482
+1,326
UNH icon
60
UnitedHealth
UNH
$328B
$356K 0.29%
1,142
+634
LCTU icon
61
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.41B
$351K 0.29%
+5,212
UNP icon
62
Union Pacific
UNP
$128B
$342K 0.28%
1,486
+7
META icon
63
Meta Platforms (Facebook)
META
$1.85T
$332K 0.27%
450
-8
GAPR icon
64
FT Vest US Equity Moderate Buffer ETF April
GAPR
$252M
$332K 0.27%
+8,668
INFL icon
65
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.3B
$332K 0.27%
7,874
+6
EAGG icon
66
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.21B
$322K 0.26%
+6,769
SCHX icon
67
Schwab US Large- Cap ETF
SCHX
$61.9B
$320K 0.26%
13,100
-120
NVR icon
68
NVR
NVR
$20.5B
$318K 0.26%
43
VGK icon
69
Vanguard FTSE Europe ETF
VGK
$27.8B
$311K 0.25%
4,017
+47
GOOG icon
70
Alphabet (Google) Class C
GOOG
$3.15T
$309K 0.25%
1,741
-25
CEG icon
71
Constellation Energy
CEG
$122B
$308K 0.25%
+955
DSI icon
72
iShares MSCI KLD 400 Social ETF
DSI
$5.05B
$303K 0.25%
+2,607
MS icon
73
Morgan Stanley
MS
$261B
$301K 0.25%
2,138
+2
HAP icon
74
VanEck Natural Resources ETF
HAP
$176M
$295K 0.24%
5,675
JPM icon
75
JPMorgan Chase
JPM
$818B
$278K 0.23%
958
-38
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3
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