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
626
$36 ﹤0.01%
5
627
$35 ﹤0.01%
17
628
$35 ﹤0.01%
7
629
$29 ﹤0.01%
4
630
$25 ﹤0.01%
7
631
$15 ﹤0.01%
24
632
– –
0
633
$13 ﹤0.01%
3
634
– –
0
635
– –
-330
636
– –
-234
637
– –
-39
638
– –
-84
639
– –
-68
640
– –
-114
641
– –
-69
642
– –
-91
643
– –
-31,746
644
– –
-1
645
– –
-328
646
– –
-111
647
– –
-42
648
– –
-68
649
– –
-35
650
– –
-165
24 25
26
27 28