MIM

Macroview Investment Management Portfolio holdings

AUM $143M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.05M
3
+$606K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$498K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$385K

Top Sells

1
+$1.35M
2
+$704K
3
+$351K
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$322K
5
CEG icon
Constellation Energy
CEG
+$308K

Sector Composition

1 Technology 7.2%
2 Consumer Discretionary 3.93%
3 Financials 1.75%
4 Communication Services 1.35%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$535K 0.4%
11,422
+316
52
$524K 0.39%
46,000
53
$507K 0.38%
4,330
54
$505K 0.38%
4,480
+19
55
$498K 0.37%
+18,243
56
$483K 0.36%
1,982
+241
57
$482K 0.36%
12,460
-3,000
58
$471K 0.35%
4,261
-20
59
$462K 0.35%
2,237
+181
60
$442K 0.33%
10,896
+1,414
61
$441K 0.33%
1,562
+1
62
$424K 0.32%
5,413
+1
63
$409K 0.31%
1,183
+41
64
$403K 0.3%
1,834
+65
65
$352K 0.26%
7,877
+3
66
$351K 0.26%
13,323
+223
67
$345K 0.26%
43
68
$341K 0.26%
465
+15
69
$341K 0.26%
2,146
+8
70
$340K 0.26%
8,668
71
$321K 0.24%
4,023
+6
72
$308K 0.23%
1,305
-181
73
$303K 0.23%
5,316
-359
74
$302K 0.23%
958
75
$296K 0.22%
5,468
+486
1 2
3
4