MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
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
151
$12K 0.02%
113
+105
152
$12K 0.02%
+770
153
$12K 0.02%
+157
154
$12K 0.02%
+331
155
$11K 0.02%
+1,575
156
$11K 0.02%
+938
157
$11K 0.02%
+343
158
$11K 0.02%
297
+264
159
$11K 0.02%
289
+5
160
$11K 0.02%
331
161
$11K 0.02%
+563
162
$11K 0.02%
+187
163
$11K 0.02%
153
164
$11K 0.02%
+41
165
$11K 0.02%
962
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166
$11K 0.02%
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167
$11K 0.02%
120
-40
168
$11K 0.02%
429
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169
$11K 0.02%
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170
$11K 0.02%
50
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171
$11K 0.02%
306
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172
$11K 0.02%
+309
173
$11K 0.02%
225
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174
$11K 0.02%
33
+7
175
$11K 0.02%
+398
5 6
7
8 9