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
276
$8.43K 0.01%
23
-6
277
$8.4K 0.01%
+186
278
$8.39K 0.01%
+160
279
$8.37K 0.01%
+91
280
$8.34K 0.01%
695
281
$8.34K 0.01%
+1,263
282
$8.33K 0.01%
+31
283
$8.32K 0.01%
485
284
$8.29K 0.01%
+39
285
$8.28K 0.01%
+380
286
$8.25K 0.01%
+320
287
$8.25K 0.01%
+120
288
$8.19K 0.01%
+53
289
$8.16K 0.01%
+244
290
$8.14K 0.01%
+224
291
$8.11K 0.01%
+155
292
$8.04K 0.01%
+253
293
$8K 0.01%
+181
294
$8K 0.01%
65
295
$8K 0.01%
+41
296
$7.99K 0.01%
+508
297
$7.99K 0.01%
+858
298
$7.98K 0.01%
6,000
299
$7.97K 0.01%
+30
300
$7.96K 0.01%
+177
10 11
12
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