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
176
$12.8K 0.02%
803
+70
177
$12.8K 0.02%
370
178
$12.7K 0.02%
109
-3
179
$12.7K 0.02%
+621
180
$12.4K 0.02%
120
181
$12.4K 0.02%
2,000
182
$12.4K 0.02%
+130
183
$12.4K 0.02%
+169
184
$12.4K 0.02%
133
185
$12.3K 0.02%
+291
186
$12.3K 0.02%
124
187
$12.3K 0.02%
+443
188
$12.3K 0.02%
+193
189
$12.3K 0.02%
362
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190
$12.2K 0.02%
+191
191
$12.2K 0.02%
+233
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$12.2K 0.02%
969
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193
$12.1K 0.02%
61
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194
$12.1K 0.02%
36
195
$12.1K 0.02%
+140
196
$12.1K 0.02%
230
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197
$12K 0.02%
22
198
$12K 0.02%
+1,674
199
$11.9K 0.02%
407
-13
200
$11.9K 0.02%
30
-3