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
551
$2.23K ﹤0.01%
34
552
$2.19K ﹤0.01%
+8
553
$2.19K ﹤0.01%
400
554
$2.19K ﹤0.01%
+48
555
$2.18K ﹤0.01%
68
556
$2.15K ﹤0.01%
+143
557
$2.13K ﹤0.01%
45
+21
558
$2.12K ﹤0.01%
+92
559
$2.1K ﹤0.01%
+14
560
$2.09K ﹤0.01%
+78
561
$2.08K ﹤0.01%
+300
562
$2.08K ﹤0.01%
+5
563
$2.07K ﹤0.01%
+64
564
$2.05K ﹤0.01%
10
565
$2.03K ﹤0.01%
29
566
$1.98K ﹤0.01%
+200
567
$1.97K ﹤0.01%
+11
568
$1.96K ﹤0.01%
+33
569
$1.93K ﹤0.01%
250
570
$1.92K ﹤0.01%
52
+44
571
$1.89K ﹤0.01%
+117
572
$1.88K ﹤0.01%
117
-1
573
$1.88K ﹤0.01%
+30
574
$1.88K ﹤0.01%
310
575
$1.84K ﹤0.01%
14
21 22
23
24 25