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
176
$19.3K 0.02%
252
+1
177
$19.3K 0.02%
186
178
$19.3K 0.02%
427
+3
179
$19.1K 0.02%
397
-140
180
$19K 0.02%
155
+1
181
$18.6K 0.02%
67
182
$18.5K 0.02%
480
+4
183
$18.5K 0.02%
467
-191
184
$18K 0.02%
314
185
$17.8K 0.02%
222
-20
186
$17.5K 0.02%
356
+4
187
$17.2K 0.02%
132
+71
188
$16.7K 0.02%
615
189
$16K 0.02%
340
+7
190
$15.9K 0.02%
109
+7
191
$15.8K 0.02%
43
192
$15.3K 0.01%
39
193
$15.3K 0.01%
191
+30
194
$15.1K 0.01%
152
+102
195
$15K 0.01%
150
-13
196
$15K 0.01%
156
-4
197
$14.8K 0.01%
25
+10
198
$14.7K 0.01%
180
199
$14.6K 0.01%
44
+28
200
$14.2K 0.01%
52
6 7
8
9 10