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
$62.4M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.31M
4
XTOC icon
Innovator US Equity Accelerated Plus ETF October
XTOC
+$986K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$985K

Top Sells

1
+$1.89M
2
+$1.44M
3
+$1.42M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$712K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$422K

Sector Composition

1 Technology 4.18%
2 Consumer Discretionary 1.45%
3 Industrials 1.44%
4 Healthcare 0.67%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10.5K 0.02%
+334
252
$10.5K 0.02%
421
+28
253
$10.4K 0.02%
+34
254
$10.4K 0.02%
+700
255
$10.4K 0.02%
123
+20
256
$10.3K 0.02%
+341
257
$10.2K 0.02%
569
+309
258
$10.2K 0.02%
230
259
$10.2K 0.02%
186
+44
260
$10.2K 0.02%
187
+93
261
$10.2K 0.02%
76
262
$10.2K 0.02%
267
+98
263
$10.1K 0.02%
+264
264
$10K 0.02%
353
+185
265
$9.71K 0.02%
544
266
$9.51K 0.02%
121
+1
267
$9.5K 0.02%
925
+479
268
$9.43K 0.02%
317
269
$9.41K 0.02%
173
270
$9.37K 0.02%
63
271
$9.33K 0.02%
149
-244
272
$9.23K 0.01%
242
273
$9K 0.01%
120
+1
274
$8.81K 0.01%
732
-799
275
$8.79K 0.01%
485
9 10
11
12 13