MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
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
1
$5.55M 5.87%
10,189
+4,278
2
$3.98M 4.22%
157,992
+74,020
3
$3.8M 4.03%
11,046
4
$3.73M 3.95%
206,651
+4,838
5
$3.55M 3.76%
6,490
-216
6
$3.47M 3.67%
7,235
+408
7
$3.41M 3.61%
44,536
+20,179
8
$3.05M 3.23%
38,970
+18,507
9
$2.91M 3.08%
13,531
-294
10
$2.74M 2.9%
16,021
+822
11
$2.71M 2.87%
28,153
+25
12
$2.51M 2.66%
5,621
+13
13
$2.43M 2.58%
54,528
-641
14
$2.03M 2.15%
9,649
+625
15
$1.95M 2.07%
33,332
+202
16
$1.95M 2.06%
16,332
-4,756
17
$1.76M 1.86%
16,467
+71
18
$1.76M 1.86%
10,690
+9,886
19
$1.66M 1.76%
32,701
+333
20
$1.6M 1.7%
22,041
-8,970
21
$1.49M 1.58%
47,591
-250
22
$1.26M 1.33%
30,938
-883
23
$1.17M 1.23%
32,897
+700
24
$1.13M 1.19%
32,103
+315
25
$1.13M 1.19%
13,867
+293
1
2 3 4 5