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
$102M
AUM Growth
+$8.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$442K
3
+$275K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$252K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$243K

Top Sells

1
+$220K
2
+$137K
3
+$113K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$104K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$83.5K

Sector Composition

1 Technology 7.41%
2 Consumer Discretionary 5.7%
3 Financials 2.45%
4 Communication Services 1.06%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$197K 0.19%
420
77
$187K 0.18%
1,344
78
$184K 0.18%
1,890
-359
79
$183K 0.18%
867
+12
80
$176K 0.17%
1,910
+146
81
$172K 0.17%
2,400
82
$171K 0.17%
345
+30
83
$167K 0.16%
362
84
$166K 0.16%
1,342
+23
85
$161K 0.16%
1,152
+69
86
$153K 0.15%
1,832
+19
87
$152K 0.15%
1,060
+60
88
$151K 0.15%
1,404
+92
89
$150K 0.15%
304
+1
90
$149K 0.15%
2,805
+5
91
$142K 0.14%
3,908
-263
92
$139K 0.14%
1,452
+9
93
$137K 0.13%
1,150
94
$123K 0.12%
4,684
+10
95
$119K 0.12%
2,051
96
$116K 0.11%
685
+85
97
$114K 0.11%
1,187
-500
98
$113K 0.11%
1,423
-60
99
$111K 0.11%
536
-10
100
$108K 0.11%
2,615
+5
2 3
4
5 6