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
351
$6.9K 0.01%
339
352
$6.86K 0.01%
26
353
$6.82K 0.01%
100
-113
354
$6.81K 0.01%
15
355
$6.79K 0.01%
17
356
$6.78K 0.01%
+10
357
$6.72K 0.01%
76
358
$6.63K 0.01%
241
359
$6.63K 0.01%
83
360
$6.62K 0.01%
475
361
$6.56K 0.01%
551
+6
362
$6.55K 0.01%
259
363
$6.48K 0.01%
12
364
$6.36K 0.01%
250
365
$6.29K 0.01%
185
366
$6.27K 0.01%
503
367
$6.24K 0.01%
24
368
$6.22K 0.01%
38
369
$6.13K 0.01%
365
370
$6.11K 0.01%
134
371
$6.11K 0.01%
+700
372
$6.07K 0.01%
94
373
$6.05K 0.01%
672
374
$6.05K 0.01%
278
375
$6K 0.01%
2,000
13 14
15
16 17