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
$54.8M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$748K
3
+$351K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$257K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$257K

Top Sells

1
+$996K
2
+$907K
3
+$406K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$326K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$300K

Sector Composition

1 Technology 3.51%
2 Industrials 1.58%
3 Consumer Discretionary 1.38%
4 Financials 0.89%
5 Energy 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$62K 0.11%
384
77
$61K 0.11%
2,644
-1
78
$61K 0.11%
1,391
79
$61K 0.11%
1,327
80
$60K 0.11%
283
-50
81
$54K 0.1%
400
-73
82
$53K 0.1%
394
+4
83
$52K 0.09%
601
+4
84
$50K 0.09%
892
-7,245
85
$49K 0.09%
2,433
+219
86
$42K 0.08%
966
87
$40K 0.07%
329
+16
88
$37K 0.07%
398
89
$37K 0.07%
717
-19,302
90
$37K 0.07%
257
-37
91
$36K 0.07%
2,250
92
$35K 0.06%
2,080
93
$34K 0.06%
349
+2
94
$34K 0.06%
+685
95
$33K 0.06%
1,456
+10
96
$33K 0.06%
661
-492
97
$29K 0.05%
382
98
$29K 0.05%
378
+59
99
$28K 0.05%
567
-172
100
$28K 0.05%
228
+1
2 3
4
5 6