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
576
$1.83K ﹤0.01%
+5
577
$1.81K ﹤0.01%
+42
578
$1.77K ﹤0.01%
+8
579
$1.76K ﹤0.01%
63
580
$1.76K ﹤0.01%
+4
581
$1.73K ﹤0.01%
+16
582
$1.66K ﹤0.01%
+26
583
$1.65K ﹤0.01%
67
584
$1.64K ﹤0.01%
+51
585
$1.64K ﹤0.01%
+36
586
$1.64K ﹤0.01%
+39
587
$1.63K ﹤0.01%
16
-1
588
$1.63K ﹤0.01%
34
589
$1.63K ﹤0.01%
+140
590
$1.62K ﹤0.01%
+25
591
$1.61K ﹤0.01%
110
592
$1.59K ﹤0.01%
+45
593
$1.58K ﹤0.01%
6
-31
594
$1.56K ﹤0.01%
+15
595
$1.56K ﹤0.01%
20
-20
596
$1.54K ﹤0.01%
+3
597
$1.53K ﹤0.01%
+6
598
$1.53K ﹤0.01%
+87
599
$1.51K ﹤0.01%
+35
600
$1.5K ﹤0.01%
+288
22 23
24
25 26