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
651
$1.06K ﹤0.01%
+6
652
$1.06K ﹤0.01%
+12
653
$1.06K ﹤0.01%
45
654
$1.06K ﹤0.01%
+5
655
$1.05K ﹤0.01%
+18
656
$1.05K ﹤0.01%
+8
657
$1.05K ﹤0.01%
+21
658
$1.04K ﹤0.01%
+13
659
$1.02K ﹤0.01%
+18
660
$1.02K ﹤0.01%
+15
661
$1.02K ﹤0.01%
+27
662
$1.02K ﹤0.01%
+2
663
$1.02K ﹤0.01%
+16
664
$1K ﹤0.01%
+35
665
$994 ﹤0.01%
+106
666
$985 ﹤0.01%
+5
667
$978 ﹤0.01%
+34
668
$975 ﹤0.01%
+18
669
$964 ﹤0.01%
+12
670
$941 ﹤0.01%
+17
671
$927 ﹤0.01%
+25
672
$922 ﹤0.01%
+3
673
$922 ﹤0.01%
+4
674
$921 ﹤0.01%
+648
675
$917 ﹤0.01%
25
25 26
27
28 29