MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$1.32M
3
+$1.29M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.27M
5
PMAR icon
Innovator US Equity Power Buffer ETF March
PMAR
+$1.23M

Top Sells

1
+$4.01M
2
+$1.35M
3
+$895K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$785K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$609K

Sector Composition

1 Technology 6.43%
2 Consumer Discretionary 4.75%
3 Financials 1.81%
4 Industrials 1.05%
5 Communication Services 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 1.22%
25,938
+20,728
27
$1.29M 1.21%
+25,799
28
$1.28M 1.21%
+27,435
29
$1.21M 1.14%
32,903
-60
30
$1.21M 1.14%
+30,285
31
$1.2M 1.13%
30,885
+463
32
$1.19M 1.13%
14,400
-166
33
$1.12M 1.05%
4,066
-570
34
$1.02M 0.96%
9,297
+1
35
$1M 0.95%
3,987
+874
36
$877K 0.83%
14,123
+1,279
37
$764K 0.72%
+1,710
38
$680K 0.64%
6,805
-619
39
$663K 0.62%
4,743
+68
40
$585K 0.55%
4,330
41
$570K 0.54%
1,578
+2
42
$565K 0.53%
2,100
43
$564K 0.53%
2,907
-44
44
$545K 0.51%
10,714
+3,934
45
$530K 0.5%
4,457
+905
46
$523K 0.49%
16,200
+1,112
47
$510K 0.48%
5,518
-6
48
$475K 0.45%
4,100
+14
49
$470K 0.44%
18,550
50
$449K 0.42%
5,278
-42
1
2
3 4