MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
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
476
$4.07K 0.01%
+29
477
$4.07K 0.01%
55
-96
478
$4.02K 0.01%
+65
479
$4.01K 0.01%
+61
480
$4K 0.01%
263
481
$3.99K 0.01%
604
482
$3.99K 0.01%
+89
483
$3.93K 0.01%
+70
484
$3.92K 0.01%
106
485
$3.92K 0.01%
+87
486
$3.86K 0.01%
+67
487
$3.83K 0.01%
97
-1
488
$3.79K 0.01%
+102
489
$3.74K 0.01%
+64
490
$3.72K 0.01%
+10
491
$3.72K 0.01%
23
492
$3.7K ﹤0.01%
112
+3
493
$3.69K ﹤0.01%
112
494
$3.67K ﹤0.01%
52
-146
495
$3.64K ﹤0.01%
114
-270
496
$3.61K ﹤0.01%
+78
497
$3.52K ﹤0.01%
+432
498
$3.51K ﹤0.01%
+47
499
$3.35K ﹤0.01%
221
500
$3.33K ﹤0.01%
+67
18 19
20
21 22