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
101
$28K 0.05%
1,324
102
$28K 0.05%
225
+1
103
$27K 0.05%
440
-1,441
104
$27K 0.05%
820
105
$26K 0.05%
322
+1
106
$25K 0.05%
562
107
$25K 0.05%
805
108
$25K 0.05%
565
-1,800
109
$24K 0.04%
183
110
$24K 0.04%
920
111
$23K 0.04%
1,886
+374
112
$23K 0.04%
1,400
113
$22K 0.04%
120
-2
114
$22K 0.04%
227
+1
115
$22K 0.04%
1,280
116
$22K 0.04%
838
+186
117
$21K 0.04%
375
118
$21K 0.04%
1,521
+818
119
$21K 0.04%
+671
120
$20K 0.04%
71
121
$20K 0.04%
107
+1
122
$20K 0.04%
3,030
+755
123
$18K 0.03%
+1,312
124
$18K 0.03%
1,500
+240
125
$16K 0.03%
281
+3
3 4
5
6 7