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
$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
126
$21K 0.03%
199
+164
127
$20K 0.03%
60
+31
128
$20K 0.03%
+440
129
$18K 0.02%
124
130
$18K 0.02%
124
131
$17K 0.02%
+1,000
132
$17K 0.02%
231
+106
133
$16K 0.02%
+652
134
$16K 0.02%
120
+40
135
$16K 0.02%
65
136
$15K 0.02%
220
137
$15K 0.02%
207
+107
138
$14K 0.02%
248
139
$14K 0.02%
153
140
$14K 0.02%
+51
141
$14K 0.02%
2,000
142
$14K 0.02%
110
+70
143
$13K 0.02%
+114
144
$13K 0.02%
155
145
$13K 0.02%
128
+1
146
$13K 0.02%
544
147
$13K 0.02%
33
+21
148
$13K 0.02%
149
149
$13K 0.02%
1,675
150
$13K 0.02%
163
4 5
6
7 8