MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
+$3.55M
2
+$1.84M
3
+$1.16M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.11M
5
GAUG icon
FT Vest US Equity Moderate Buffer ETF August
GAUG
+$999K

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
+$617K

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
326
$7.23K 0.01%
+64
327
$7.23K 0.01%
695
328
$7.15K 0.01%
+169
329
$7.13K 0.01%
52
-73
330
$7.1K 0.01%
301
-122
331
$7.09K 0.01%
+480
332
$7.07K 0.01%
185
333
$6.98K 0.01%
+100
334
$6.97K 0.01%
+247
335
$6.96K 0.01%
+38
336
$6.92K 0.01%
20
-9
337
$6.91K 0.01%
+306
338
$6.89K 0.01%
+247
339
$6.87K 0.01%
+124
340
$6.86K 0.01%
+278
341
$6.85K 0.01%
+74
342
$6.83K 0.01%
540
+5
343
$6.82K 0.01%
+146
344
$6.82K 0.01%
+18
345
$6.82K 0.01%
+177
346
$6.81K 0.01%
+325
347
$6.79K 0.01%
+96
348
$6.79K 0.01%
+109
349
$6.78K 0.01%
+38
350
$6.77K 0.01%
135
12 13
14
15 16