MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
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
26
$875K 1.4%
17,736
-6,193
27
$844K 1.35%
9,079
+33
28
$806K 1.29%
10,574
+693
29
$798K 1.28%
9,822
-254
30
$755K 1.21%
20,195
+130
31
$599K 0.96%
17,998
+1,125
32
$573K 0.92%
6,177
-113
33
$543K 0.87%
12,713
+1,852
34
$526K 0.84%
20,619
+2,156
35
$517K 0.83%
28,165
+2,632
36
$440K 0.71%
4,555
+16
37
$434K 0.7%
21,493
+2,082
38
$431K 0.69%
10,927
+2,389
39
$370K 0.59%
9,020
+61
40
$338K 0.54%
9,902
+846
41
$315K 0.51%
770
-177
42
$295K 0.47%
1,421
+128
43
$295K 0.47%
1,464
-133
44
$281K 0.45%
5,829
+411
45
$246K 0.39%
14,120
46
$240K 0.38%
43
47
$232K 0.37%
4,330
48
$194K 0.31%
1,263
-7
49
$193K 0.31%
12,000
+66
50
$184K 0.29%
4,660
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