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
101
$99.8K 0.1%
678
+8
102
$99.8K 0.1%
1,092
+4
103
$97.1K 0.09%
371
-101
104
$96.4K 0.09%
488
+14
105
$92.5K 0.09%
1,737
+2
106
$89.8K 0.09%
320
+75
107
$87.8K 0.09%
939
-79
108
$85.3K 0.08%
2,854
+1,358
109
$84.7K 0.08%
1,500
-135
110
$83.6K 0.08%
485
+5
111
$83.3K 0.08%
369
-5
112
$78.1K 0.08%
+1,930
113
$77.8K 0.08%
+2,160
114
$77.4K 0.08%
2,793
+45
115
$77.1K 0.08%
1,866
116
$72.9K 0.07%
632
+1
117
$72.6K 0.07%
1,915
118
$72.1K 0.07%
445
+45
119
$69.6K 0.07%
951
+1
120
$68.2K 0.07%
738
-298
121
$65.7K 0.06%
285
-41
122
$65.7K 0.06%
468
123
$65K 0.06%
1,231
+914
124
$59.5K 0.06%
1,390
125
$57.5K 0.06%
323
-35
3 4
5
6 7