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
626
$1.27K ﹤0.01%
+1
627
$1.27K ﹤0.01%
29
628
$1.26K ﹤0.01%
+30
629
$1.23K ﹤0.01%
+38
630
$1.22K ﹤0.01%
+37
631
$1.22K ﹤0.01%
+69
632
$1.21K ﹤0.01%
33
-197
633
$1.2K ﹤0.01%
266
+26
634
$1.2K ﹤0.01%
54
-356
635
$1.2K ﹤0.01%
+55
636
$1.19K ﹤0.01%
+13
637
$1.18K ﹤0.01%
+6
638
$1.18K ﹤0.01%
25
639
$1.17K ﹤0.01%
20
-201
640
$1.17K ﹤0.01%
+10
641
$1.16K ﹤0.01%
+3
642
$1.15K ﹤0.01%
11
643
$1.15K ﹤0.01%
+34
644
$1.14K ﹤0.01%
+54
645
$1.14K ﹤0.01%
+11
646
$1.13K ﹤0.01%
+11
647
$1.13K ﹤0.01%
+33
648
$1.08K ﹤0.01%
+8
649
$1.07K ﹤0.01%
+14
650
$1.07K ﹤0.01%
+18
24 25
26
27 28