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
$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%
281
-126
152
$12K 0.02%
200
-28
153
$12K 0.02%
180
+1
154
$12K 0.02%
979
+169
155
$11K 0.02%
289
+5
156
$11K 0.02%
331
157
$11K 0.02%
+563
158
$11K 0.02%
+187
159
$11K 0.02%
153
160
$11K 0.02%
+41
161
$11K 0.02%
962
+506
162
$11K 0.02%
+580
163
$11K 0.02%
120
-40
164
$11K 0.02%
429
+25
165
$11K 0.02%
+822
166
$11K 0.02%
50
-28
167
$11K 0.02%
306
-92
168
$11K 0.02%
+309
169
$11K 0.02%
225
-37
170
$11K 0.02%
33
+7
171
$11K 0.02%
+398
172
$11K 0.02%
76
-3
173
$11K 0.02%
+675
174
$11K 0.02%
171
-66
175
$11K 0.02%
+1,575
5 6
7
8 9