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
251
$10.4K 0.01%
+153
252
$10.4K 0.01%
+1,287
253
$10.3K 0.01%
111
-10
254
$10.3K 0.01%
+331
255
$10.3K 0.01%
+165
256
$10.2K 0.01%
150
+26
257
$10.2K 0.01%
+1,688
258
$10.2K 0.01%
+165
259
$10.1K 0.01%
+23
260
$10.1K 0.01%
335
-57
261
$10.1K 0.01%
+81
262
$10.1K 0.01%
+337
263
$10.1K 0.01%
+303
264
$10K 0.01%
+184
265
$10K 0.01%
+250
266
$9.98K 0.01%
1,831
+26
267
$9.95K 0.01%
212
+9
268
$9.95K 0.01%
+531
269
$9.93K 0.01%
+334
270
$9.93K 0.01%
+216
271
$9.93K 0.01%
104
-34
272
$9.92K 0.01%
+316
273
$9.88K 0.01%
+116
274
$9.82K 0.01%
59
-8
275
$9.81K 0.01%
+581
9 10
11
12 13