MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
+6.44%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$62.4M
AUM Growth
+$4.13M
(+7.1%)
Cap. Flow
+$997K
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
40.89%
Holding
526
New
67
Increased
118
Reduced
58
Closed
75
Top Buys
Top Sells
| 1 |
Innovator US Equity Power Buffer ETF July
PJUL
|
+$1.89M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.44M |
| 3 |
Innovator US Equity Power Buffer ETF June
PJUN
|
+$1.42M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$712K |
| 5 |
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% |
