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
126
$56.9K 0.06%
559
127
$56.5K 0.06%
2,250
128
$55.5K 0.05%
226
-45
129
$55.3K 0.05%
1,724
-160
130
$54.8K 0.05%
1,546
131
$52.9K 0.05%
264
132
$50K 0.05%
1,344
+26
133
$49.5K 0.05%
1,087
+20
134
$47.6K 0.05%
419
+2
135
$46K 0.04%
382
136
$43.5K 0.04%
143
-113
137
$43.3K 0.04%
386
138
$41.6K 0.04%
270
-10
139
$41K 0.04%
1,324
140
$38K 0.04%
201
-10
141
$36.5K 0.04%
2,351
+23
142
$36.4K 0.04%
1,280
143
$35.9K 0.04%
1,042
144
$34.7K 0.03%
440
+3
145
$33.8K 0.03%
222
-4
146
$33.4K 0.03%
1,825
147
$33.1K 0.03%
120
148
$32.7K 0.03%
780
+1
149
$32.6K 0.03%
1,698
+222
150
$32.3K 0.03%
296
+2
4 5
6
7 8