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
426
$4.12K ﹤0.01%
12
427
$4.09K ﹤0.01%
77
-128
428
$4.06K ﹤0.01%
+332
429
$4.04K ﹤0.01%
25
-37
430
$4.01K ﹤0.01%
44
431
$3.97K ﹤0.01%
39
432
$3.97K ﹤0.01%
9
-18
433
$3.96K ﹤0.01%
19
434
$3.96K ﹤0.01%
24
435
$3.83K ﹤0.01%
86
436
$3.8K ﹤0.01%
+108
437
$3.8K ﹤0.01%
106
438
$3.79K ﹤0.01%
59
439
$3.74K ﹤0.01%
+52
440
$3.69K ﹤0.01%
116
+2
441
$3.68K ﹤0.01%
63
-141
442
$3.66K ﹤0.01%
13
443
$3.64K ﹤0.01%
146
444
$3.62K ﹤0.01%
22
445
$3.6K ﹤0.01%
+15
446
$3.59K ﹤0.01%
40
447
$3.58K ﹤0.01%
114
448
$3.58K ﹤0.01%
5
-15
449
$3.58K ﹤0.01%
376
450
$3.57K ﹤0.01%
7
16 17
18
19 20