MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.2M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.25M
3
+$1.11M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.09M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$989K

Top Sells

1
+$1.19M
2
+$1.05M
3
+$1.04M
4
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$1.03M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$954K

Sector Composition

1 Technology 6.79%
2 Consumer Discretionary 5.69%
3 Financials 2.64%
4 Industrials 1.22%
5 Communication Services 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.2K 0.01%
52
227
$13.2K 0.01%
256
-23
228
$13.2K 0.01%
207
229
$12.8K 0.01%
53
+35
230
$12.6K 0.01%
61
-9
231
$12.5K 0.01%
+17
232
$12.2K 0.01%
288
+6
233
$12.1K 0.01%
240
+163
234
$11.8K 0.01%
121
235
$11.8K 0.01%
34
-3
236
$11.7K 0.01%
150
-30
237
$11.6K 0.01%
160
-24
238
$11.6K 0.01%
167
-83
239
$11.4K 0.01%
109
-9
240
$11.4K 0.01%
114
+75
241
$11.4K 0.01%
257
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242
$11.2K 0.01%
848
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243
$11.2K 0.01%
506
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244
$11.1K 0.01%
123
+1
245
$10.9K 0.01%
230
246
$10.7K 0.01%
499
+23
247
$10.6K 0.01%
292
248
$10.4K 0.01%
198
+151
249
$10.4K 0.01%
54
+1
250
$10.3K 0.01%
118
+98
8 9
10
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