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
$62.4M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.31M
4
XTOC icon
Innovator US Equity Accelerated Plus ETF October
XTOC
+$986K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$985K

Top Sells

1
+$1.89M
2
+$1.44M
3
+$1.42M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$712K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$422K

Sector Composition

1 Technology 4.18%
2 Consumer Discretionary 1.45%
3 Industrials 1.44%
4 Healthcare 0.67%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$610 ﹤0.01%
5
-73
402
$608 ﹤0.01%
28
403
$603 ﹤0.01%
8
404
$595 ﹤0.01%
8
405
$590 ﹤0.01%
12
-232
406
$581 ﹤0.01%
3
407
$549 ﹤0.01%
5
408
$545 ﹤0.01%
12
409
$544 ﹤0.01%
188
410
$528 ﹤0.01%
13
411
$480 ﹤0.01%
10
412
$465 ﹤0.01%
4
413
$461 ﹤0.01%
8
414
$421 ﹤0.01%
231
415
$402 ﹤0.01%
4
416
$383 ﹤0.01%
8
417
$368 ﹤0.01%
2
418
$366 ﹤0.01%
11
419
$354 ﹤0.01%
28
420
$350 ﹤0.01%
10
421
$331 ﹤0.01%
6
422
$313 ﹤0.01%
10
423
$306 ﹤0.01%
3
424
$274 ﹤0.01%
361
425
$270 ﹤0.01%
10
15 16
17
18 19