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
451
$3.54K ﹤0.01%
127
452
$3.49K ﹤0.01%
12
453
$3.48K ﹤0.01%
106
454
$3.43K ﹤0.01%
600
455
$3.43K ﹤0.01%
21
456
$3.36K ﹤0.01%
200
+100
457
$3.33K ﹤0.01%
24
-62
458
$3.24K ﹤0.01%
19
-40
459
$3.24K ﹤0.01%
42
460
$3.23K ﹤0.01%
9
-16
461
$3.22K ﹤0.01%
16
462
$3.22K ﹤0.01%
38
463
$3.21K ﹤0.01%
16
-45
464
$3.19K ﹤0.01%
44
+20
465
$3.17K ﹤0.01%
351
-679
466
$3.17K ﹤0.01%
23
467
$3.17K ﹤0.01%
19
468
$3.15K ﹤0.01%
+118
469
$3.15K ﹤0.01%
1
470
$3.14K ﹤0.01%
126
471
$3.11K ﹤0.01%
4
472
$3.09K ﹤0.01%
98
473
$3.08K ﹤0.01%
16
474
$3.08K ﹤0.01%
13
475
$3.07K ﹤0.01%
59
17 18
19
20 21