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
601
$384 ﹤0.01%
32
-2,082
602
$375 ﹤0.01%
7
+1
603
$308 ﹤0.01%
10
604
$308 ﹤0.01%
8
605
$304 ﹤0.01%
14
606
$297 ﹤0.01%
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607
$292 ﹤0.01%
10
608
$277 ﹤0.01%
8
609
$267 ﹤0.01%
2
610
$265 ﹤0.01%
10
611
$253 ﹤0.01%
6
612
$253 ﹤0.01%
12
613
$203 ﹤0.01%
10
614
$177 ﹤0.01%
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615
$167 ﹤0.01%
333
616
$147 ﹤0.01%
3
617
$131 ﹤0.01%
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618
$125 ﹤0.01%
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619
$112 ﹤0.01%
1
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$105 ﹤0.01%
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621
$97 ﹤0.01%
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-1
622
$79 ﹤0.01%
2
623
$54 ﹤0.01%
1
624
$52 ﹤0.01%
50
625
$44 ﹤0.01%
231
23 24
25
26 27