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
$102M
AUM Growth
+$8.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$442K
3
+$275K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$252K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$243K

Top Sells

1
+$220K
2
+$137K
3
+$113K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$104K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$83.5K

Sector Composition

1 Technology 7.41%
2 Consumer Discretionary 5.7%
3 Financials 2.45%
4 Communication Services 1.06%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$31.7K 0.03%
3,030
152
$29.6K 0.03%
479
153
$29.5K 0.03%
820
154
$29.1K 0.03%
304
155
$29.1K 0.03%
491
+4
156
$27.5K 0.03%
557
+554
157
$27.1K 0.03%
1,250
158
$26.6K 0.03%
741
159
$26K 0.03%
49
+11
160
$25.9K 0.03%
213
+75
161
$25.6K 0.03%
200
-600
162
$24.8K 0.02%
1,084
163
$24.6K 0.02%
150
+27
164
$24.3K 0.02%
213
+51
165
$24K 0.02%
626
166
$23.2K 0.02%
706
167
$22.7K 0.02%
152
+19
168
$22.2K 0.02%
364
169
$22K 0.02%
1,960
170
$21.2K 0.02%
+200
171
$20.9K 0.02%
1,975
+11
172
$20.8K 0.02%
1,256
+28
173
$20.8K 0.02%
1,000
174
$20.5K 0.02%
427
-313
175
$19.6K 0.02%
679
+414
5 6
7
8 9