MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.9M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.5M
3
+$1.39M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.13M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$498K

Top Sells

1
+$1.05M
2
+$866K
3
+$747K
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$461K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$238K

Sector Composition

1 Technology 3%
2 Healthcare 2.33%
3 Consumer Discretionary 1.58%
4 Industrials 1.1%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9K 0.01%
190
202
$9K 0.01%
287
+153
203
$9K 0.01%
+232
204
$9K 0.01%
+92
205
$9K 0.01%
103
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206
$9K 0.01%
+357
207
$9K 0.01%
184
+111
208
$9K 0.01%
+227
209
$9K 0.01%
116
+1
210
$9K 0.01%
+290
211
$9K 0.01%
+183
212
$9K 0.01%
105
+4
213
$9K 0.01%
+579
214
$9K 0.01%
77
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215
$9K 0.01%
96
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216
$9K 0.01%
+171
217
$9K 0.01%
187
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218
$9K 0.01%
135
219
$9K 0.01%
93
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220
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221
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51
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222
$9K 0.01%
18
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223
$9K 0.01%
185
+71
224
$9K 0.01%
250
+143
225
$9K 0.01%
195
+102
7 8
9
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