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
676
$897 ﹤0.01%
25
677
$892 ﹤0.01%
+20
678
$875 ﹤0.01%
15
679
$875 ﹤0.01%
+7
680
$861 ﹤0.01%
+28
681
$861 ﹤0.01%
+9
682
$850 ﹤0.01%
+16
683
$847 ﹤0.01%
+21
684
$822 ﹤0.01%
+5
685
$821 ﹤0.01%
+22
686
$821 ﹤0.01%
25
687
$808 ﹤0.01%
+7
688
$787 ﹤0.01%
+4
689
$750 ﹤0.01%
+10
690
$739 ﹤0.01%
5
-62
691
$734 ﹤0.01%
19
+1
692
$733 ﹤0.01%
+43
693
$726 ﹤0.01%
3
-30
694
$725 ﹤0.01%
303
+18
695
$709 ﹤0.01%
38
696
$709 ﹤0.01%
21
697
$706 ﹤0.01%
+9
698
$704 ﹤0.01%
+9
699
$676 ﹤0.01%
+14
700
$675 ﹤0.01%
38
+28
26 27
28
29 30