MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
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
476
$3.05K ﹤0.01%
92
477
$3K ﹤0.01%
39
478
$2.99K ﹤0.01%
24
479
$2.97K ﹤0.01%
43
480
$2.93K ﹤0.01%
19
-55
481
$2.89K ﹤0.01%
11
482
$2.88K ﹤0.01%
60
483
$2.87K ﹤0.01%
78
484
$2.85K ﹤0.01%
43
485
$2.8K ﹤0.01%
140
486
$2.8K ﹤0.01%
178
-364
487
$2.79K ﹤0.01%
27
488
$2.79K ﹤0.01%
126
489
$2.78K ﹤0.01%
34
490
$2.78K ﹤0.01%
73
-94
491
$2.76K ﹤0.01%
24
492
$2.75K ﹤0.01%
116
493
$2.73K ﹤0.01%
28
494
$2.72K ﹤0.01%
40
495
$2.71K ﹤0.01%
22
496
$2.69K ﹤0.01%
+100
497
$2.67K ﹤0.01%
87
498
$2.66K ﹤0.01%
26
499
$2.65K ﹤0.01%
89
+1
500
$2.64K ﹤0.01%
+80
18 19
20
21 22