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
$76.9M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.47M
3
+$1.38M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.1M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$498K

Top Sells

1
+$1.02M
2
+$839K
3
+$748K
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$477K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$238K

Sector Composition

1 Technology 3%
2 Healthcare 2.33%
3 Consumer Discretionary 1.58%
4 Industrials 1.11%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$70K 0.09%
889
+111
77
$70K 0.09%
384
78
$69K 0.09%
679
+33
79
$66K 0.09%
302
+2
80
$65K 0.08%
628
+84
81
$65K 0.08%
496
-317
82
$64K 0.08%
397
83
$60K 0.08%
2,809
84
$58K 0.08%
398
85
$57K 0.07%
1,133
+55
86
$55K 0.07%
547
-374
87
$54K 0.07%
2,543
+1,276
88
$54K 0.07%
298
+4
89
$52K 0.07%
835
+1
90
$51K 0.07%
2,001
+48
91
$46K 0.06%
344
+1
92
$45K 0.06%
338
93
$45K 0.06%
393
94
$44K 0.06%
300
95
$44K 0.06%
957
+801
96
$43K 0.06%
671
+169
97
$41K 0.05%
378
+4
98
$41K 0.05%
343
+1
99
$40K 0.05%
260
100
$40K 0.05%
312
2 3
4
5 6