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
701
$647 ﹤0.01%
+1
702
$633 ﹤0.01%
+12
703
$632 ﹤0.01%
21
704
$630 ﹤0.01%
3
705
$622 ﹤0.01%
+8
706
$619 ﹤0.01%
+12
707
$601 ﹤0.01%
+3
708
$601 ﹤0.01%
8
709
$576 ﹤0.01%
14
-462
710
$576 ﹤0.01%
+24
711
$565 ﹤0.01%
+1
712
$563 ﹤0.01%
11
713
$559 ﹤0.01%
+8
714
$556 ﹤0.01%
+41
715
$555 ﹤0.01%
8
-118
716
$549 ﹤0.01%
3
717
$548 ﹤0.01%
+16
718
$546 ﹤0.01%
12
719
$545 ﹤0.01%
+8
720
$540 ﹤0.01%
+3
721
$527 ﹤0.01%
+27
722
$512 ﹤0.01%
188
723
$505 ﹤0.01%
+11
724
$501 ﹤0.01%
+5
725
$494 ﹤0.01%
+3
27 28
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