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
401
$5.07K 0.01%
112
402
$5.07K 0.01%
169
403
$5.01K 0.01%
30
404
$4.97K 0.01%
+280
405
$4.95K 0.01%
169
406
$4.95K 0.01%
+303
407
$4.91K 0.01%
119
408
$4.88K 0.01%
+212
409
$4.87K 0.01%
+1,495
410
$4.79K 0.01%
30
411
$4.7K 0.01%
243
-492
412
$4.7K 0.01%
97
413
$4.69K 0.01%
12
414
$4.65K 0.01%
+206
415
$4.55K 0.01%
246
416
$4.5K ﹤0.01%
184
417
$4.47K ﹤0.01%
65
418
$4.44K ﹤0.01%
72
-157
419
$4.39K ﹤0.01%
+145
420
$4.38K ﹤0.01%
150
-694
421
$4.35K ﹤0.01%
16
422
$4.33K ﹤0.01%
17
-35
423
$4.26K ﹤0.01%
202
424
$4.24K ﹤0.01%
8
425
$4.13K ﹤0.01%
30
-64
15 16
17
18 19