MIM

Macroview Investment Management Portfolio holdings

AUM $143M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.05M
3
+$606K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$498K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$385K

Top Sells

1
+$1.35M
2
+$704K
3
+$351K
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$322K
5
CEG icon
Constellation Energy
CEG
+$308K

Sector Composition

1 Technology 7.2%
2 Consumer Discretionary 3.93%
3 Financials 1.75%
4 Communication Services 1.35%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.17M 5.39%
224,798
+12,647
2
$7.14M 5.37%
138,452
-446
3
$6.06M 4.55%
204,614
-243
4
$5.81M 4.36%
62,216
+2,957
5
$5.17M 3.89%
8,616
+309
6
$4.97M 3.73%
13,970
+91
7
$4.88M 3.66%
7,288
+183
8
$4.85M 3.64%
7,278
+1,637
9
$4.82M 3.62%
53,900
-8,057
10
$4.49M 3.37%
11,076
+6
11
$4.35M 3.27%
49,810
+1,156
12
$3.66M 2.75%
18,819
+328
13
$3.19M 2.39%
6,154
+65
14
$3.19M 2.39%
12,515
+129
15
$2.83M 2.13%
55,767
+1,232
16
$2.59M 1.94%
56,646
+1,515
17
$2.53M 1.9%
25,159
+857
18
$2.5M 1.88%
38,338
-338
19
$2.27M 1.7%
44,036
+652
20
$2.23M 1.67%
18,726
+177
21
$2.18M 1.64%
44,181
+1,742
22
$2.17M 1.63%
14,917
-1,402
23
$1.95M 1.47%
26,834
+506
24
$1.89M 1.42%
9,947
+147
25
$1.59M 1.19%
31,351
+3,916
1
2 3 4