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
251
$10.3K 0.01%
482
+23
252
$10.2K 0.01%
63
253
$10.2K 0.01%
57
254
$10K 0.01%
133
-20
255
$9.99K 0.01%
142
+2
256
$9.94K 0.01%
77
257
$9.85K 0.01%
171
+33
258
$9.47K 0.01%
325
259
$9.41K 0.01%
48
+25
260
$9.15K 0.01%
60
+40
261
$9.1K 0.01%
1,936
+105
262
$8.84K 0.01%
+62
263
$8.83K 0.01%
+1,089
264
$8.79K 0.01%
382
265
$8.75K 0.01%
+106
266
$8.65K 0.01%
225
267
$8.62K 0.01%
+62
268
$8.57K 0.01%
287
269
$8.54K 0.01%
107
270
$8.5K 0.01%
+210
271
$8.49K 0.01%
+212
272
$8.49K 0.01%
+139
273
$8.48K 0.01%
187
274
$8.46K 0.01%
+164
275
$8.46K 0.01%
+136
9 10
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