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
276
$8.62K 0.01%
381
+60
277
$8.52K 0.01%
48
278
$8.48K 0.01%
695
279
$8.29K 0.01%
185
280
$8.23K 0.01%
108
-25
281
$8.13K 0.01%
64
+1
282
$8K 0.01%
140
283
$7.84K 0.01%
106
+1
284
$7.72K 0.01%
25
285
$7.67K 0.01%
156
286
$7.6K 0.01%
+5,000
287
$7.5K 0.01%
135
288
$7.27K 0.01%
246
289
$7.12K 0.01%
112
290
$7.09K 0.01%
89
291
$7K 0.01%
14
292
$6.98K 0.01%
146
-360
293
$6.93K 0.01%
15
+1
294
$6.87K 0.01%
30
-50
295
$6.81K 0.01%
128
296
$6.67K 0.01%
287
297
$6.62K 0.01%
134
298
$6.28K 0.01%
226
299
$6.25K 0.01%
128
300
$6.2K 0.01%
71
+1
10 11
12
13 14