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
601
$1.49K ﹤0.01%
42
602
$1.49K ﹤0.01%
+7
603
$1.49K ﹤0.01%
+5
604
$1.47K ﹤0.01%
+41
605
$1.47K ﹤0.01%
+42
606
$1.46K ﹤0.01%
+17
607
$1.44K ﹤0.01%
9
608
$1.43K ﹤0.01%
+29
609
$1.42K ﹤0.01%
+35
610
$1.42K ﹤0.01%
+48
611
$1.41K ﹤0.01%
+6
612
$1.39K ﹤0.01%
+8
613
$1.39K ﹤0.01%
+21
614
$1.38K ﹤0.01%
+11
615
$1.38K ﹤0.01%
1,169
616
$1.36K ﹤0.01%
+8
617
$1.36K ﹤0.01%
+31
618
$1.36K ﹤0.01%
+12
619
$1.34K ﹤0.01%
+39
620
$1.34K ﹤0.01%
33
-331
621
$1.34K ﹤0.01%
21
-165
622
$1.33K ﹤0.01%
66
-127
623
$1.33K ﹤0.01%
+16
624
$1.31K ﹤0.01%
+13
625
$1.29K ﹤0.01%
+53
23 24
25
26 27