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
501
$3.32K ﹤0.01%
+13
502
$3.3K ﹤0.01%
282
503
$3.27K ﹤0.01%
147
504
$3.26K ﹤0.01%
+25
505
$3.23K ﹤0.01%
+25
506
$3.21K ﹤0.01%
511
-722
507
$3.2K ﹤0.01%
17
-47
508
$3.17K ﹤0.01%
39
509
$3.16K ﹤0.01%
66
+1
510
$3.14K ﹤0.01%
+34
511
$3.11K ﹤0.01%
+7
512
$3.1K ﹤0.01%
+80
513
$3.1K ﹤0.01%
100
-350
514
$3.09K ﹤0.01%
+175
515
$3.09K ﹤0.01%
+29
516
$3.08K ﹤0.01%
+34
517
$3.04K ﹤0.01%
+24
518
$3.04K ﹤0.01%
+74
519
$3.02K ﹤0.01%
+23
520
$2.96K ﹤0.01%
+113
521
$2.94K ﹤0.01%
+646
522
$2.92K ﹤0.01%
114
523
$2.86K ﹤0.01%
+116
524
$2.86K ﹤0.01%
+118
525
$2.84K ﹤0.01%
+43
19 20
21
22 23