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
$122M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.37M
3
+$1.21M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$815K
5
LCTU icon
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
+$323K

Top Sells

1
+$1.5M
2
+$1.2M
3
+$324K
4
GAUG icon
FT Vest US Equity Moderate Buffer ETF August
GAUG
+$226K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$209K

Sector Composition

1 Technology 6.65%
2 Consumer Discretionary 3.91%
3 Financials 1.78%
4 Industrials 1.12%
5 Communication Services 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 1.13%
27,435
+1,497
27
$1.37M 1.12%
27,250
-185
28
$1.35M 1.11%
25,811
+12
29
$1.32M 1.08%
14,662
+262
30
$1.28M 1.05%
30,285
31
$1.27M 1.05%
32,696
-207
32
$1.27M 1.04%
4,178
+112
33
$1.26M 1.03%
+33,715
34
$1.17M 0.96%
9,656
+359
35
$1.12M 0.92%
4,046
+59
36
$1.04M 0.85%
4,747
+4
37
$999K 0.82%
14,454
+331
38
$792K 0.65%
1,710
39
$785K 0.64%
7,010
+205
40
$735K 0.6%
12,901
+2,187
41
$671K 0.55%
2,104
+4
42
$671K 0.55%
1,579
+1
43
$595K 0.49%
2,907
44
$570K 0.47%
3,608
-59
45
$563K 0.46%
15,972
-228
46
$553K 0.45%
6,004
+486
47
$529K 0.43%
4,119
+19
48
$517K 0.42%
5,627
+349
49
$483K 0.4%
4,330
50
$481K 0.39%
4,461
+4
1
2
3 4