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
$62.4M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Sells

1 +$1.89M
2 +$1.44M
3 +$1.42M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$712K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$422K

Sector Composition

1 Technology 4.18%
2 Consumer Discretionary 1.45%
3 Industrials 1.44%
4 Healthcare 0.67%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$15.3K 0.02%
481
+163
152
$15K 0.02%
225
-35
153
$14.6K 0.02%
34
+31
154
$14.6K 0.02%
+1,000
155
$14.4K 0.02%
226
156
$14.4K 0.02%
245
157
$14.4K 0.02%
1,748
+109
158
$14.3K 0.02%
358
159
$14.2K 0.02%
726
+10
160
$14K 0.02%
+173
161
$13.8K 0.02%
65
+54
162
$13.7K 0.02%
+137
163
$13.7K 0.02%
+166
164
$13.4K 0.02%
183
-14
165
$13.3K 0.02%
428
-1,888
166
$13.3K 0.02%
557
+371
167
$13.2K 0.02%
+72
168
$13.2K 0.02%
+415
169
$13.2K 0.02%
+496
170
$13.1K 0.02%
+1,096
171
$13.1K 0.02%
92
-37
172
$13.1K 0.02%
136
+1
173
$13K 0.02%
1,628
+504
174
$12.9K 0.02%
119
+3
175
$12.8K 0.02%
663
+388