MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
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
+$3.34M
2
+$1.75M
3
+$1.13M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.05M
5
GAUG icon
FT Vest US Equity Moderate Buffer ETF August
GAUG
+$983K

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
+$599K

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
376
$6.3K 0.01%
+86
377
$6.22K 0.01%
6,000
+1,000
378
$6.19K 0.01%
+84
379
$6.19K 0.01%
+104
380
$6.18K 0.01%
112
381
$6.17K 0.01%
+336
382
$6.16K 0.01%
39
383
$6.15K 0.01%
387
384
$6.14K 0.01%
+30
385
$6.1K 0.01%
382
386
$6.1K 0.01%
+401
387
$6.09K 0.01%
42
388
$6.08K 0.01%
15
389
$6.06K 0.01%
+671
390
$5.96K 0.01%
+88
391
$5.95K 0.01%
+214
392
$5.93K 0.01%
+35
393
$5.92K 0.01%
+27
394
$5.69K 0.01%
+441
395
$5.68K 0.01%
241
396
$5.67K 0.01%
82
397
$5.65K 0.01%
+180
398
$5.63K 0.01%
339
399
$5.52K 0.01%
+60
400
$5.5K 0.01%
319
+8
14 15
16
17 18