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
301
$7.95K 0.01%
500
+51
302
$7.89K 0.01%
+119
303
$7.89K 0.01%
599
304
$7.88K 0.01%
+70
305
$7.87K 0.01%
+387
306
$7.87K 0.01%
93
-2
307
$7.84K 0.01%
+145
308
$7.83K 0.01%
+146
309
$7.83K 0.01%
+44
310
$7.82K 0.01%
+332
311
$7.81K 0.01%
+421
312
$7.81K 0.01%
+75
313
$7.8K 0.01%
+587
314
$7.79K 0.01%
+9
315
$7.77K 0.01%
153
+36
316
$7.76K 0.01%
105
+15
317
$7.76K 0.01%
119
+41
318
$7.74K 0.01%
+236
319
$7.73K 0.01%
+552
320
$7.72K 0.01%
39
321
$7.71K 0.01%
+204
322
$7.71K 0.01%
+293
323
$7.71K 0.01%
+325
324
$7.7K 0.01%
60
325
$7.69K 0.01%
+997
11 12
13
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