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
$74.4M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.75M
3
+$1.13M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.05M
5
GAUG icon
FT Vest US Equity Moderate Buffer ETF August
GAUG
+$983K

Top Sells

1
+$1.2M
2
+$1.14M
3
+$1.03M
4
XTOC icon
Innovator US Equity Accelerated Plus ETF October
XTOC
+$1.03M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$599K

Sector Composition

1 Technology 7.02%
2 Consumer Discretionary 6.01%
3 Financials 2.21%
4 Industrials 1.58%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.1K 0.01%
153
227
$11K 0.01%
202
+17
228
$11K 0.01%
93
-1
229
$11K 0.01%
+693
230
$11K 0.01%
+264
231
$11K 0.01%
+377
232
$11K 0.01%
+1,040
233
$10.9K 0.01%
118
+72
234
$10.9K 0.01%
974
-144
235
$10.9K 0.01%
120
+60
236
$10.8K 0.01%
+87
237
$10.8K 0.01%
96
+88
238
$10.8K 0.01%
528
-10
239
$10.8K 0.01%
+79
240
$10.7K 0.01%
+145
241
$10.7K 0.01%
+42
242
$10.7K 0.01%
51
-27
243
$10.7K 0.01%
+161
244
$10.6K 0.01%
+175
245
$10.6K 0.01%
+912
246
$10.5K 0.01%
96
-16
247
$10.5K 0.01%
+266
248
$10.5K 0.01%
+262
249
$10.4K 0.01%
93
250
$10.4K 0.01%
611
8 9
10
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