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
$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
26
$1.09M 1.19%
+31,788
27
$1.06M 1.17%
25,287
28
$1.04M 1.14%
10,914
-285
29
$1.03M 1.13%
10,236
-174
30
$1.01M 1.11%
3,893
+14
31
$950K 1.04%
9,151
-44
32
$933K 1.03%
8,988
-1,228
33
$897K 0.99%
8,834
-2,029
34
$825K 0.91%
16,203
-1,400
35
$667K 0.73%
11,055
+41
36
$614K 0.68%
10,893
-1,596
37
$587K 0.64%
6,634
-3,017
38
$582K 0.64%
4,635
-2,255
39
$582K 0.64%
3,188
-56
40
$529K 0.58%
1,571
+112
41
$523K 0.57%
4,857
42
$506K 0.56%
15,905
-3,507
43
$485K 0.53%
13,377
-2,831
44
$483K 0.53%
22,189
-4,673
45
$481K 0.53%
2,113
46
$472K 0.52%
5,140
-848
47
$444K 0.49%
4,021
+16
48
$428K 0.47%
1,641
+753
49
$404K 0.44%
3,476
50
$394K 0.43%
13,046
+896
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