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
201
$14.1K 0.01%
222
202
$13.9K 0.01%
85
203
$13.7K 0.01%
207
204
$13.7K 0.01%
144
-3
205
$13.2K 0.01%
48
206
$13.1K 0.01%
65
+43
207
$13.1K 0.01%
557
+299
208
$13.1K 0.01%
124
209
$13K 0.01%
785
-7
210
$12.9K 0.01%
124
+1
211
$12.8K 0.01%
450
-33
212
$12.7K 0.01%
137
-5
213
$12.6K 0.01%
350
214
$12.6K 0.01%
157
+115
215
$12.5K 0.01%
377
-157
216
$11.9K 0.01%
245
+181
217
$11.8K 0.01%
89
+62
218
$11.4K 0.01%
173
+2
219
$11.2K 0.01%
97
+74
220
$11.1K 0.01%
149
+28
221
$11K 0.01%
77
222
$11K 0.01%
217
-23
223
$10.9K 0.01%
63
224
$10.9K 0.01%
57
225
$10.7K 0.01%
304
7 8
9
10 11