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
$133M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.09M
3
+$625K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$498K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$404K

Top Sells

1
+$1.35M
2
+$720K
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
SCHF icon
76
Schwab International Equity ETF
SCHF
$53.4B
$290K 0.22%
12,452
+55
WMT icon
77
Walmart
WMT
$896B
$283K 0.21%
2,746
+108
IWM icon
78
iShares Russell 2000 ETF
IWM
$71.1B
$282K 0.21%
1,165
-8
GS icon
79
Goldman Sachs
GS
$245B
$276K 0.21%
347
BK icon
80
Bank of New York Mellon
BK
$78.2B
$264K 0.2%
2,425
CLOU icon
81
Global X Cloud Computing ETF
CLOU
$274M
$259K 0.19%
11,141
CIBR icon
82
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$241K 0.18%
3,173
MCK icon
83
McKesson
MCK
$102B
$240K 0.18%
310
ALL icon
84
Allstate
ALL
$54.7B
$239K 0.18%
1,114
-26
XBI icon
85
State Street SPDR S&P Biotech ETF
XBI
$7.85B
$228K 0.17%
2,276
-200
DIS icon
86
Walt Disney
DIS
$187B
$212K 0.16%
1,850
-3
EEM icon
87
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$207K 0.15%
+3,882
AMP icon
88
Ameriprise Financial
AMP
$42.4B
$207K 0.15%
422
AVGO icon
89
Broadcom
AVGO
$1.8T
$207K 0.15%
+627
EA icon
90
Electronic Arts
EA
$50.8B
$202K 0.15%
+1,003
KLXE icon
91
KLX Energy Services
KLXE
$27.8M
$196K 0.15%
102,000
+15,000
BTOG icon
92
Bit Origin
BTOG
$23.4M
$4.4K ﹤0.01%
+11,500
DSI icon
93
iShares MSCI KLD 400 Social ETF
DSI
$5.01B
– –
-2,607
EAGG icon
94
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.3B
– –
-6,769
ESGE icon
95
iShares ESG Aware MSCI EM ETF
ESGE
$5.55B
– –
-6,444
LCTU icon
96
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.41B
– –
-5,212
SUSC icon
97
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
– –
-11,491
USXF icon
98
iShares ESG Advanced MSCI USA ETF
USXF
$1.2B
– –
-4,485
XLF icon
99
State Street Financial Select Sector SPDR ETF
XLF
$51.8B
– –
-25,811
CEG icon
100
Constellation Energy
CEG
$114B
– –
-955
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