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
451
$4.5K 0.01%
+2,057
452
$4.49K 0.01%
+24
453
$4.48K 0.01%
+303
454
$4.48K 0.01%
+22
455
$4.47K 0.01%
396
456
$4.43K 0.01%
+40
457
$4.39K 0.01%
+76
458
$4.38K 0.01%
+87
459
$4.37K 0.01%
+672
460
$4.37K 0.01%
111
+1
461
$4.36K 0.01%
+6
462
$4.35K 0.01%
+22
463
$4.33K 0.01%
76
-1
464
$4.31K 0.01%
77
-69
465
$4.31K 0.01%
46
-78
466
$4.27K 0.01%
+12
467
$4.24K 0.01%
56
-94
468
$4.21K 0.01%
374
469
$4.2K 0.01%
278
+214
470
$4.15K 0.01%
39
+36
471
$4.11K 0.01%
149
472
$4.11K 0.01%
44
+40
473
$4.1K 0.01%
593
474
$4.08K 0.01%
+13
475
$4.08K 0.01%
89
-166
17 18
19
20 21