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
$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
126
$52.6K 0.06%
384
127
$51.6K 0.05%
417
-58
128
$50K 0.05%
2,250
129
$49K 0.05%
559
-434
130
$48.2K 0.05%
264
131
$47K 0.05%
1,318
+139
132
$44.3K 0.05%
1,067
+5
133
$43.3K 0.05%
1,496
+424
134
$42.9K 0.05%
382
135
$41.1K 0.04%
226
+39
136
$40.8K 0.04%
280
137
$37.1K 0.04%
+386
138
$36.7K 0.04%
2,328
+23
139
$36.3K 0.04%
1,774
140
$35.3K 0.04%
1,324
141
$34K 0.04%
1,280
142
$33.5K 0.04%
211
+19
143
$33.2K 0.04%
820
144
$33.2K 0.04%
1,476
145
$32.7K 0.03%
437
+1
146
$32.6K 0.03%
1,825
-75
147
$32.4K 0.03%
740
-948
148
$31.4K 0.03%
937
149
$30.8K 0.03%
+1,042
150
$30.5K 0.03%
294
+1
4 5
6
7 8