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
201
$14K 0.01%
102
+59
202
$13.9K 0.01%
231
-25
203
$13.9K 0.01%
138
204
$13.5K 0.01%
43
+17
205
$13.4K 0.01%
147
+83
206
$13.1K 0.01%
85
-55
207
$13K 0.01%
39
208
$12.9K 0.01%
222
209
$12.7K 0.01%
207
210
$12.7K 0.01%
163
+52
211
$12.6K 0.01%
+71
212
$12.4K 0.01%
48
-120
213
$12.3K 0.01%
186
-101
214
$12.2K 0.01%
792
-56
215
$12.1K 0.01%
112
+88
216
$12K 0.01%
123
217
$11.9K 0.01%
350
+140
218
$11.7K 0.01%
121
219
$11.7K 0.01%
142
+99
220
$11.6K 0.01%
240
221
$11.5K 0.01%
52
222
$11.4K 0.01%
+275
223
$11.4K 0.01%
805
+562
224
$11.3K 0.01%
121
+12
225
$10.7K 0.01%
77
7 8
9
10 11