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
101
$96.6K 0.1%
2,610
102
$94.9K 0.1%
800
-1,011
103
$93.9K 0.1%
245
-383
104
$93.4K 0.1%
472
+101
105
$91.3K 0.1%
1,088
+4
106
$90.1K 0.1%
1,018
+414
107
$86.7K 0.09%
1,036
-5,598
108
$84.6K 0.09%
374
-315
109
$82.4K 0.09%
1,735
+2
110
$81.3K 0.09%
474
+53
111
$80.5K 0.09%
326
+49
112
$79.6K 0.08%
358
-7
113
$77.6K 0.08%
480
-10
114
$75.1K 0.08%
1,866
115
$71.3K 0.08%
2,748
116
$70.7K 0.07%
271
+48
117
$70.6K 0.07%
950
118
$65.2K 0.07%
256
+208
119
$63.9K 0.07%
+1,915
120
$63.2K 0.07%
631
+2
121
$61.2K 0.06%
468
122
$58.5K 0.06%
1,884
-1,633
123
$58.5K 0.06%
400
-18
124
$54K 0.06%
1,390
125
$52.7K 0.06%
+1,546
3 4
5
6 7