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
351
$6.75K 0.01%
+335
352
$6.75K 0.01%
+99
353
$6.73K 0.01%
193
-246
354
$6.73K 0.01%
+335
355
$6.73K 0.01%
17
+2
356
$6.73K 0.01%
+56
357
$6.72K 0.01%
+27
358
$6.71K 0.01%
89
359
$6.69K 0.01%
43
-43
360
$6.66K 0.01%
+165
361
$6.61K 0.01%
+175
362
$6.56K 0.01%
+610
363
$6.55K 0.01%
+473
364
$6.54K 0.01%
596
-334
365
$6.54K 0.01%
+124
366
$6.54K 0.01%
270
367
$6.51K 0.01%
+229
368
$6.5K 0.01%
+331
369
$6.48K 0.01%
11
+9
370
$6.47K 0.01%
+33
371
$6.46K 0.01%
225
372
$6.4K 0.01%
469
-75
373
$6.4K 0.01%
94
+23
374
$6.36K 0.01%
39
375
$6.36K 0.01%
42
+3
13 14
15
16 17