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
551
$1.74K ﹤0.01%
35
552
$1.7K ﹤0.01%
32
553
$1.67K ﹤0.01%
59
554
$1.65K ﹤0.01%
29
555
$1.64K ﹤0.01%
+100
556
$1.64K ﹤0.01%
42
557
$1.54K ﹤0.01%
24
-100
558
$1.54K ﹤0.01%
110
559
$1.5K ﹤0.01%
11
560
$1.45K ﹤0.01%
11
561
$1.31K ﹤0.01%
25
562
$1.26K ﹤0.01%
1,169
563
$1.21K ﹤0.01%
9
564
$1.18K ﹤0.01%
25
565
$1.12K ﹤0.01%
15
566
$1.1K ﹤0.01%
25
567
$1.09K ﹤0.01%
3
568
$1.01K ﹤0.01%
648
569
$924 ﹤0.01%
67
570
$897 ﹤0.01%
19
571
$876 ﹤0.01%
25
572
$841 ﹤0.01%
22
573
$791 ﹤0.01%
520
574
$783 ﹤0.01%
5
575
$761 ﹤0.01%
92
21 22
23
24 25