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
426
$262 ﹤0.01%
170
427
$253 ﹤0.01%
9
428
$239 ﹤0.01%
9
429
$236 ﹤0.01%
7
430
$232 ﹤0.01%
5
431
$228 ﹤0.01%
8
432
$224 ﹤0.01%
25
433
$217 ﹤0.01%
6
434
$198 ﹤0.01%
6
-316
435
$195 ﹤0.01%
10
436
$194 ﹤0.01%
16
437
$178 ﹤0.01%
333
438
$176 ﹤0.01%
10
439
$160 ﹤0.01%
23
440
$144 ﹤0.01%
3
441
$136 ﹤0.01%
7
442
$101 ﹤0.01%
2
443
$92 ﹤0.01%
6
444
$87 ﹤0.01%
1
445
$69 ﹤0.01%
2
446
$68 ﹤0.01%
5
447
$35 ﹤0.01%
7
448
$35 ﹤0.01%
3
449
$33 ﹤0.01%
50
-1
450
$9 ﹤0.01%
1
16 17
18
19 20