MIM

Macroview Investment Management Portfolio holdings

AUM $122M
This Quarter Return
-3.51%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$74.4M
AUM Growth
+$74.4M
Cap. Flow
+$11.6M
Cap. Flow %
15.6%
Top 10 Hldgs %
35.84%
Holding
879
New
380
Increased
157
Reduced
111
Closed
78

Top Buys

1
HD icon
Home Depot
HD
$3.34M
2
MSFT icon
Microsoft
MSFT
$1.75M
3
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
$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
XBOC icon
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$1.2M
2
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
$1.14M
3
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
$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 Shares
Change % 		Capital Flow
VIGI icon
26
Vanguard International Dividend Appreciation ETF
VIGI
$8.4B
$956K 1.27%
13,401
-138
-1% -$9.84K
EFG icon
27
iShares MSCI EAFE Growth ETF
EFG
$13.1B
$893K 1.19%
10,351
-247
-2% -$21.3K
HAP icon
28
VanEck Natural Resources ETF
HAP
$168M
$867K 1.16%
17,668
-52
-0.3% -$2.55K
VIOV icon
29
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.39B
$866K 1.15%
11,236
-105
-0.9% -$8.09K
IAU icon
30
iShares Gold Trust
IAU
$52.2B
$843K 1.12%
24,103
+1,418
+6% +$49.6K
VTI icon
31
Vanguard Total Stock Market ETF
VTI
$524B
$827K 1.1%
3,895
+3,850
+8,556% +$818K
MUB icon
32
iShares National Muni Bond ETF
MUB
$38.6B
$810K 1.08%
7,895
-5,846
-43% -$599K
GSLC icon
33
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.1B
$795K 1.06%
9,436
-293
-3% -$24.7K
XBI icon
34
SPDR S&P Biotech ETF
XBI
$5.29B
$759K 1.01%
10,390
-103
-1% -$7.52K
VXUS icon
35
Vanguard Total International Stock ETF
VXUS
$101B
$620K 0.83%
11,586
+11,558
+41,279% +$619K
CIBR icon
36
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.4B
$572K 0.76%
12,593
-132
-1% -$6K
SNSR icon
37
Global X Internet of Things ETF
SNSR
$222M
$544K 0.72%
17,751
-136
-0.8% -$4.17K
BOND icon
38
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.79B
$534K 0.71%
6,071
+61
+1% +$5.36K
VIG icon
39
Vanguard Dividend Appreciation ETF
VIG
$95.1B
$523K 0.7%
3,365
+2,120
+170% +$329K
CLOU icon
40
Global X Cloud Computing ETF
CLOU
$309M
$521K 0.7%
27,695
-419
-1% -$7.89K
BOTZ icon
41
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.81B
$498K 0.66%
20,134
-178
-0.9% -$4.4K
EEM icon
42
iShares MSCI Emerging Markets ETF
EEM
$19B
$416K 0.56%
10,969
+28
+0.3% +$1.06K
XOM icon
43
Exxon Mobil
XOM
$477B
$409K 0.54%
3,476
+1,990
+134% +$234K
AXP icon
44
American Express
AXP
$225B
$407K 0.54%
+2,730
New +$407K
IWF icon
45
iShares Russell 1000 Growth ETF
IWF
$117B
$388K 0.52%
1,459
+1,169
+403% +$311K
TSLA icon
46
Tesla
TSLA
$1.08T
$386K 0.51%
1,543
+55
+4% +$13.8K
VT icon
47
Vanguard Total World Stock ETF
VT
$51.4B
$376K 0.5%
4,040
+4,030
+40,300% +$376K
CHIQ icon
48
Global X MSCI China Consumer Discretionary ETF
CHIQ
$241M
$356K 0.48%
19,368
-2,034
-10% -$37.4K
SPEM icon
49
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$348K 0.46%
10,376
-41
-0.4% -$1.38K
TOTL icon
50
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.85B
$331K 0.44%
8,574
+92
+1% +$3.56K
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