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
151
$12K 0.02%
214
+1
152
$12K 0.02%
36
+24
153
$12K 0.02%
+31
154
$12K 0.02%
223
+1
155
$12K 0.02%
44
+18
156
$11K 0.01%
190
+150
157
$11K 0.01%
176
158
$11K 0.01%
695
159
$11K 0.01%
752
+1
160
$11K 0.01%
202
161
$11K 0.01%
135
+69
162
$11K 0.01%
+485
163
$10K 0.01%
49
+27
164
$10K 0.01%
95
+11
165
$10K 0.01%
+131
166
$10K 0.01%
111
+55
167
$10K 0.01%
321
+175
168
$10K 0.01%
+454
169
$10K 0.01%
23
+12
170
$10K 0.01%
+73
171
$10K 0.01%
+260
172
$10K 0.01%
+117
173
$10K 0.01%
338
174
$10K 0.01%
+287
175
$10K 0.01%
+339
5 6
7
8 9