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
401
$5.5K 0.01%
+150
402
$5.48K 0.01%
+173
403
$5.46K 0.01%
+47
404
$5.41K 0.01%
+37
405
$5.4K 0.01%
503
406
$5.4K 0.01%
311
+283
407
$5.4K 0.01%
93
408
$5.38K 0.01%
+111
409
$5.35K 0.01%
+40
410
$5.29K 0.01%
58
+46
411
$5.29K 0.01%
65
412
$5.25K 0.01%
38
-192
413
$5.25K 0.01%
+22
414
$5.25K 0.01%
12
-2
415
$5.22K 0.01%
507
+19
416
$5.21K 0.01%
+190
417
$5.18K 0.01%
40
+37
418
$5.17K 0.01%
323
419
$5.08K 0.01%
+2
420
$5.07K 0.01%
+1,824
421
$5.06K 0.01%
+10
422
$5.04K 0.01%
306
+301
423
$5.03K 0.01%
+19
424
$5.03K 0.01%
63
425
$5.03K 0.01%
167
15 16
17
18 19