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
$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
1
$6.29M 6.15%
10,959
+770
2
$4.49M 4.39%
11,076
+30
3
$4.37M 4.27%
167,660
+9,668
4
$4.21M 4.12%
206,747
+96
5
$3.85M 3.77%
6,679
+189
6
$3.83M 3.74%
45,938
+1,402
7
$3.64M 3.56%
7,457
+222
8
$3.5M 3.42%
41,873
+2,903
9
$3.33M 3.26%
13,719
+188
10
$3.03M 2.96%
28,378
+225
11
$3.02M 2.95%
16,835
+814
12
$2.55M 2.5%
54,762
+234
13
$2.4M 2.35%
5,582
-39
14
$2.27M 2.22%
9,727
+78
15
$2.08M 2.03%
33,390
+58
16
$2M 1.95%
11,163
+473
17
$1.96M 1.91%
15,504
-828
18
$1.95M 1.9%
16,661
+194
19
$1.71M 1.67%
21,849
-192
20
$1.66M 1.62%
32,602
-99
21
$1.56M 1.53%
47,351
-240
22
$1.32M 1.29%
31,557
+619
23
$1.29M 1.26%
25,942
+830
24
$1.26M 1.23%
14,294
+427
25
$1.22M 1.19%
33,290
+393
1
2 3 4 5