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
276
$9.79K 0.01%
292
+50
277
$9.77K 0.01%
+392
278
$9.75K 0.01%
283
-162
279
$9.72K 0.01%
34
-2
280
$9.69K 0.01%
+509
281
$9.58K 0.01%
779
+137
282
$9.56K 0.01%
+737
283
$9.53K 0.01%
1,420
+503
284
$9.37K 0.01%
120
+80
285
$9.3K 0.01%
+518
286
$9.22K 0.01%
76
287
$9.22K 0.01%
211
+42
288
$9.21K 0.01%
84
-49
289
$9.19K 0.01%
+1,395
290
$9.16K 0.01%
155
-615
291
$9.07K 0.01%
135
-9
292
$8.87K 0.01%
+66
293
$8.67K 0.01%
261
-394
294
$8.63K 0.01%
629
-882
295
$8.63K 0.01%
121
296
$8.49K 0.01%
56
-352
297
$8.44K 0.01%
+41
298
$8.44K 0.01%
287
299
$8.37K 0.01%
17
+4
300
$8.3K 0.01%
+18
10 11
12
13 14