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
$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
26
$956K 1.27%
13,401
-138
27
$893K 1.19%
10,351
-247
28
$867K 1.16%
17,668
-52
29
$866K 1.15%
11,236
-105
30
$843K 1.12%
24,103
+1,418
31
$827K 1.1%
3,895
+3,850
32
$810K 1.08%
7,895
-5,846
33
$795K 1.06%
9,436
-293
34
$759K 1.01%
10,390
-103
35
$620K 0.83%
11,586
+11,558
36
$572K 0.76%
12,593
-132
37
$544K 0.72%
17,751
-136
38
$534K 0.71%
6,071
+61
39
$523K 0.7%
3,365
+2,120
40
$521K 0.7%
27,695
-419
41
$498K 0.66%
20,134
-178
42
$416K 0.56%
10,969
+28
43
$409K 0.54%
3,476
+1,990
44
$407K 0.54%
+2,730
45
$388K 0.52%
1,459
+1,169
46
$386K 0.51%
1,543
+55
47
$376K 0.5%
4,040
+4,030
48
$356K 0.48%
19,368
-2,034
49
$348K 0.46%
10,376
-41
50
$331K 0.44%
8,574
+92
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