MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
-0.52%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$98.5M
AUM Growth
-$3.71M
(-3.6%)
Cap. Flow
-$2.92M
Cap. Flow
% of AUM
-2.96%
Top 10 Holdings %
Top 10 Hldgs %
42.53%
Holding
586
New
2
Increased
46
Reduced
20
Closed
506
Top Buys
Top Sells
| 1 |
Innovator US Equity Power Buffer ETF February
PFEB
|
+$1.17M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
+$279K |
| 3 |
Global X Robotics & Artificial Intelligence ETF
BOTZ
|
+$235K |
| 4 |
Saic
SAIC
|
+$187K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$184K |
Sector Composition
| 1 | Technology | 6.91% |
| 2 | Consumer Discretionary | 5.3% |
| 3 | Financials | 1.56% |
| 4 | Communication Services | 0.81% |
| 5 | Consumer Staples | 0.79% |
