MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
+8.22%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$58.3M
AUM Growth
+$3.52M
(+6.4%)
Cap. Flow
-$357K
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
41.11%
Holding
533
New
92
Increased
113
Reduced
63
Closed
74
Top Buys
| 1 |
Innovator US Equity Power Buffer ETF July
PJUL
|
+$1.89M |
| 2 |
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
|
+$1.09M |
| 3 |
VanEck High Yield Muni ETF
HYD
|
+$422K |
| 4 |
iShares US Real Estate ETF
IYR
|
+$213K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$187K |
Top Sells
Sector Composition
| 1 | Technology | 3.81% |
| 2 | Industrials | 1.66% |
| 3 | Consumer Discretionary | 1.07% |
| 4 | Financials | 0.89% |
| 5 | Energy | 0.76% |
