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
$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 3.49%
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
126
$16K 0.03%
165
127
$16K 0.03%
245
128
$16K 0.03%
281
+3
129
$16K 0.03%
366
+210
130
$15K 0.03%
145
+15
131
$14K 0.03%
353
132
$14K 0.03%
458
+3
133
$14K 0.03%
+389
134
$13K 0.02%
358
135
$13K 0.02%
125
-149
136
$13K 0.02%
+452
137
$13K 0.02%
+50
138
$13K 0.02%
124
139
$13K 0.02%
+705
140
$13K 0.02%
225
141
$13K 0.02%
399
+1
142
$12K 0.02%
132
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143
$12K 0.02%
89
-27
144
$12K 0.02%
133
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145
$12K 0.02%
+438
146
$12K 0.02%
44
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147
$12K 0.02%
113
+105
148
$12K 0.02%
+770
149
$12K 0.02%
+157
150
$12K 0.02%
+331
4 5
6
7 8