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
$93.7M
AUM Growth
+$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.87M
3
+$1.62M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.45M

Top Sells

1
+$1.57M
2
+$1.15M
3
+$652K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$567K
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$478K

Sector Composition

1 Technology 7.35%
2 Consumer Discretionary 5.21%
3 Financials 2.51%
4 Communication Services 1.22%
5 Industrials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$30.4K 0.03%
600
152
$30.1K 0.03%
3,030
153
$30K 0.03%
779
+104
154
$29.7K 0.03%
120
155
$28.9K 0.03%
+537
156
$28.4K 0.03%
1,000
157
$28.1K 0.03%
304
158
$27.7K 0.03%
548
159
$27.5K 0.03%
54
+47
160
$27.4K 0.03%
487
+2
161
$27.2K 0.03%
1,250
162
$27.1K 0.03%
479
163
$26.2K 0.03%
658
+197
164
$25.7K 0.03%
+741
165
$24.7K 0.03%
446
+1
166
$24.6K 0.03%
1,964
+10
167
$23.9K 0.03%
1,558
168
$23.5K 0.02%
626
169
$22.8K 0.02%
1,084
+2
170
$21.4K 0.02%
364
171
$21K 0.02%
160
-830
172
$21K 0.02%
1,228
+28
173
$20.3K 0.02%
251
-19,488
174
$20.2K 0.02%
161
-43
175
$20K 0.02%
123
+16
5 6
7
8 9