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
$93.7M
AUM Growth
+$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.87M
3
+$1.62M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.45M

Top Sells

1
+$1.57M
2
+$1.15M
3
+$652K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$567K
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$478K

Sector Composition

1 Technology 7.35%
2 Consumer Discretionary 5.21%
3 Financials 2.51%
4 Communication Services 1.22%
5 Industrials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$173K 0.18%
855
+13
77
$173K 0.18%
2,552
+128
78
$168K 0.18%
1,687
79
$158K 0.17%
+1,344
80
$155K 0.16%
1,764
+44
81
$150K 0.16%
1,319
+38
82
$147K 0.16%
362
83
$145K 0.15%
1,813
+31
84
$144K 0.15%
2,400
85
$143K 0.15%
315
86
$140K 0.15%
2,800
+58
87
$140K 0.15%
4,171
-257
88
$139K 0.15%
1,000
-14
89
$139K 0.15%
1,083
+44
90
$129K 0.14%
1,150
+828
91
$128K 0.14%
1,312
+43
92
$127K 0.13%
1,443
+7
93
$119K 0.13%
600
+57
94
$119K 0.13%
4,674
-1,280
95
$117K 0.12%
546
96
$115K 0.12%
1,483
+469
97
$113K 0.12%
2,000
-1,780
98
$105K 0.11%
670
-8
99
$100K 0.11%
2,051
100
$97.1K 0.1%
1,635
+135
2 3
4
5 6