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
176
$11K 0.02%
76
-3
177
$11K 0.02%
350
-87
178
$11K 0.02%
+675
179
$11K 0.02%
171
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$11K 0.02%
228
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181
$11K 0.02%
67
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182
$11K 0.02%
334
-55
183
$11K 0.02%
1,451
+204
184
$10K 0.02%
186
-48
185
$10K 0.02%
84
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186
$10K 0.02%
+368
187
$10K 0.02%
+165
188
$10K 0.02%
73
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189
$10K 0.02%
36
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$10K 0.02%
+217
191
$10K 0.02%
83
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192
$10K 0.02%
+78
193
$10K 0.02%
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194
$10K 0.02%
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195
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196
$10K 0.02%
448
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197
$10K 0.02%
+396
198
$10K 0.02%
104
199
$10K 0.02%
+1,287
200
$10K 0.02%
544
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