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
101
$39K 0.05%
1,424
+8
102
$38K 0.05%
229
+170
103
$38K 0.05%
650
104
$38K 0.05%
2,250
105
$37K 0.05%
382
106
$36K 0.05%
805
+317
107
$35K 0.05%
122
108
$35K 0.05%
663
+2
109
$34K 0.04%
457
110
$33K 0.04%
1,600
+160
111
$33K 0.04%
1,324
112
$32K 0.04%
426
+137
113
$32K 0.04%
888
114
$30K 0.04%
1,536
+40
115
$29K 0.04%
211
+1
116
$28K 0.04%
167
117
$28K 0.04%
576
+126
118
$27K 0.03%
+123
119
$25K 0.03%
1,200
120
$25K 0.03%
266
+12
121
$23K 0.03%
353
+235
122
$23K 0.03%
302
123
$23K 0.03%
759
124
$22K 0.03%
106
+86
125
$22K 0.03%
820
3 4
5
6 7