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
301
$8.23K 0.01%
140
302
$8.16K 0.01%
176
+48
303
$8.08K 0.01%
74
-27
304
$7.99K 0.01%
485
305
$7.88K 0.01%
+745
306
$7.84K 0.01%
+45
307
$7.82K 0.01%
327
+76
308
$7.79K 0.01%
+123
309
$7.76K 0.01%
759
+13
310
$7.75K 0.01%
+75
311
$7.68K 0.01%
2,000
312
$7.6K 0.01%
+112
313
$7.59K 0.01%
+9
314
$7.59K 0.01%
+256
315
$7.54K 0.01%
+23
316
$7.54K 0.01%
250
317
$7.53K 0.01%
146
318
$7.47K 0.01%
67
+3
319
$7.46K 0.01%
+17
320
$7.41K 0.01%
+9
321
$7.39K 0.01%
+16
322
$7.38K 0.01%
551
+475
323
$7.37K 0.01%
80
+73
324
$7.35K 0.01%
+32
325
$7.26K 0.01%
+60
11 12
13
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