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
526
$2.82K ﹤0.01%
+78
527
$2.8K ﹤0.01%
+14
528
$2.79K ﹤0.01%
+63
529
$2.74K ﹤0.01%
+29
530
$2.73K ﹤0.01%
+10
531
$2.72K ﹤0.01%
+86
532
$2.71K ﹤0.01%
30
533
$2.7K ﹤0.01%
+115
534
$2.67K ﹤0.01%
+155
535
$2.65K ﹤0.01%
+331
536
$2.63K ﹤0.01%
+7
537
$2.62K ﹤0.01%
38
538
$2.61K ﹤0.01%
+45
539
$2.59K ﹤0.01%
96
540
$2.52K ﹤0.01%
+94
541
$2.47K ﹤0.01%
120
+90
542
$2.46K ﹤0.01%
26
543
$2.46K ﹤0.01%
+73
544
$2.45K ﹤0.01%
9
+1
545
$2.44K ﹤0.01%
+19
546
$2.39K ﹤0.01%
87
+1
547
$2.37K ﹤0.01%
59
548
$2.36K ﹤0.01%
+48
549
$2.26K ﹤0.01%
+64
550
$2.25K ﹤0.01%
+92
20 21
22
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