MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
+$1.9M
2
+$1.5M
3
+$1.39M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.13M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$498K

Top Sells

1
+$1.05M
2
+$866K
3
+$747K
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$461K
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 1.1%
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%
202
157
$11K 0.01%
135
+69
158
$11K 0.01%
+485
159
$11K 0.01%
190
+150
160
$11K 0.01%
176
161
$11K 0.01%
695
162
$11K 0.01%
752
+1
163
$10K 0.01%
+73
164
$10K 0.01%
49
+27
165
$10K 0.01%
95
+11
166
$10K 0.01%
+131
167
$10K 0.01%
111
+55
168
$10K 0.01%
321
+175
169
$10K 0.01%
+454
170
$10K 0.01%
23
+12
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