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
426
$5.01K 0.01%
151
427
$4.97K 0.01%
+17
428
$4.94K 0.01%
202
-421
429
$4.91K 0.01%
130
-250
430
$4.89K 0.01%
15
431
$4.88K 0.01%
+350
432
$4.87K 0.01%
+365
433
$4.87K 0.01%
+56
434
$4.81K 0.01%
+169
435
$4.79K 0.01%
+184
436
$4.74K 0.01%
80
-88
437
$4.74K 0.01%
31
+6
438
$4.71K 0.01%
60
439
$4.7K 0.01%
246
440
$4.67K 0.01%
+34
441
$4.66K 0.01%
1,000
442
$4.66K 0.01%
+33
443
$4.64K 0.01%
+28
444
$4.63K 0.01%
95
445
$4.63K 0.01%
12
446
$4.61K 0.01%
+28
447
$4.59K 0.01%
+246
448
$4.59K 0.01%
+83
449
$4.54K 0.01%
100
-15
450
$4.51K 0.01%
68
+1
16 17
18
19 20