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
326
$7.68K 0.01%
+455
327
$7.68K 0.01%
+83
328
$7.62K 0.01%
51
+9
329
$7.61K 0.01%
621
+131
330
$7.61K 0.01%
+303
331
$7.6K 0.01%
+67
332
$7.6K 0.01%
111
-26
333
$7.59K 0.01%
+78
334
$7.59K 0.01%
46
335
$7.56K 0.01%
127
-124
336
$7.56K 0.01%
72
-12
337
$7.56K 0.01%
+65
338
$7.52K 0.01%
+57
339
$7.51K 0.01%
+105
340
$7.48K 0.01%
+41
341
$7.42K 0.01%
+64
342
$7.37K 0.01%
+27
343
$7.31K 0.01%
263
+1
344
$7.29K 0.01%
+13
345
$7.26K 0.01%
29
-4
346
$7.26K 0.01%
+469
347
$7.09K 0.01%
86
+1
348
$7.06K 0.01%
32
-2
349
$6.99K 0.01%
+27
350
$6.95K 0.01%
66
12 13
14
15 16