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
176
$19.8K 0.02%
1,960
177
$19.6K 0.02%
154
-5
178
$19.6K 0.02%
1,033
-398
179
$19.3K 0.02%
706
-366
180
$19.1K 0.02%
1,000
181
$19.1K 0.02%
38
182
$18.7K 0.02%
421
+191
183
$18.7K 0.02%
242
+92
184
$18.2K 0.02%
424
+2
185
$17.6K 0.02%
476
+3
186
$17.6K 0.02%
133
+76
187
$17.1K 0.02%
352
+4
188
$16.8K 0.02%
162
+1
189
$16.8K 0.02%
314
+3
190
$16.2K 0.02%
861
+23
191
$16.1K 0.02%
67
-4
192
$16K 0.02%
333
+7
193
$15.7K 0.02%
317
-1,349
194
$15.5K 0.02%
180
195
$15.3K 0.02%
1,065
-1,044
196
$15.2K 0.02%
186
-39
197
$15.1K 0.02%
615
+5
198
$14.2K 0.02%
124
199
$14.1K 0.01%
597
200
$14K 0.01%
160
6 7
8
9 10