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
526
$2.21K ﹤0.01%
64
527
$2.19K ﹤0.01%
310
528
$2.19K ﹤0.01%
178
529
$2.18K ﹤0.01%
142
530
$2.17K ﹤0.01%
115
-408
531
$2.17K ﹤0.01%
+35
532
$2.16K ﹤0.01%
393
533
$2.14K ﹤0.01%
8
534
$2.14K ﹤0.01%
9
-41
535
$2.02K ﹤0.01%
36
536
$2.01K ﹤0.01%
12
537
$1.99K ﹤0.01%
25
538
$1.99K ﹤0.01%
190
539
$1.98K ﹤0.01%
96
-264
540
$1.94K ﹤0.01%
20
541
$1.94K ﹤0.01%
373
542
$1.93K ﹤0.01%
2
-7
543
$1.91K ﹤0.01%
26
544
$1.9K ﹤0.01%
+55
545
$1.9K ﹤0.01%
29
546
$1.89K ﹤0.01%
72
547
$1.88K ﹤0.01%
36
548
$1.85K ﹤0.01%
6
549
$1.76K ﹤0.01%
11
550
$1.76K ﹤0.01%
9
20 21
22
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