MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.4M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Sells

1 +$1.89M
2 +$1.44M
3 +$1.42M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$712K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$422K

Sector Composition

1 Technology 4.18%
2 Consumer Discretionary 1.45%
3 Industrials 1.44%
4 Healthcare 0.67%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$69.6K 0.11%
285
+1
77
$64.4K 0.1%
469
+436
78
$64K 0.1%
895
79
$63.9K 0.1%
401
+4
80
$63.5K 0.1%
615
81
$62K 0.1%
407
+2
82
$62K 0.1%
1,232
+547
83
$61.5K 0.1%
397
84
$58.3K 0.09%
2,100
-1,840
85
$56.5K 0.09%
2,499
+9
86
$54.2K 0.09%
1,746
-659
87
$53.8K 0.09%
971
+298
88
$49.8K 0.08%
468
-90
89
$47.4K 0.08%
1,391
90
$45.7K 0.07%
+3,866
91
$44.6K 0.07%
223
-30
92
$42.6K 0.07%
329
93
$42.5K 0.07%
2,250
94
$39.2K 0.06%
962
+396
95
$38.4K 0.06%
514
96
$37.4K 0.06%
1,324
97
$36.3K 0.06%
1,373
+535
98
$35.3K 0.06%
166
99
$35K 0.06%
398
100
$34.6K 0.06%
1,476
+6