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
501
$2.63K ﹤0.01%
68
502
$2.62K ﹤0.01%
10
503
$2.62K ﹤0.01%
45
504
$2.58K ﹤0.01%
216
505
$2.57K ﹤0.01%
15
506
$2.57K ﹤0.01%
93
-246
507
$2.52K ﹤0.01%
143
508
$2.51K ﹤0.01%
4
509
$2.49K ﹤0.01%
36
-102
510
$2.45K ﹤0.01%
118
511
$2.44K ﹤0.01%
55
-141
512
$2.43K ﹤0.01%
41
513
$2.4K ﹤0.01%
400
514
$2.38K ﹤0.01%
48
515
$2.33K ﹤0.01%
8
516
$2.32K ﹤0.01%
213
517
$2.29K ﹤0.01%
200
518
$2.28K ﹤0.01%
23
+1
519
$2.28K ﹤0.01%
165
520
$2.27K ﹤0.01%
6
521
$2.26K ﹤0.01%
250
522
$2.25K ﹤0.01%
46
+1
523
$2.25K ﹤0.01%
181
524
$2.24K ﹤0.01%
84
525
$2.22K ﹤0.01%
14
19 20
21
22 23