MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.48M
3
+$2.4M
4
AKRE
Akre Focus ETF
AKRE
+$1.78M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.76M

Top Sells

1
+$3.55M
2
+$1.44M
3
+$1.32M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.3M
5
GLD icon
SPDR Gold Trust
GLD
+$1,000K

Sector Composition

1 Technology 7.19%
2 Consumer Discretionary 3.41%
3 Financials 1.99%
4 Communication Services 1.53%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VT icon
51
Vanguard Total World Stock ETF
VT
$62.1B
$588K 0.4%
4,165
+32
XOM icon
52
Exxon Mobil
XOM
$635B
$574K 0.4%
4,770
+290
AMZN icon
53
Amazon
AMZN
$2.21T
$565K 0.39%
2,448
+614
SPEM icon
54
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.3B
$549K 0.38%
11,720
+298
IWR icon
55
iShares Russell Mid-Cap ETF
IWR
$48.6B
$539K 0.37%
5,603
+11
EOSE icon
56
Eos Energy Enterprises
EOSE
$1.95B
$527K 0.36%
46,000
TCAF icon
57
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.33B
$499K 0.34%
13,064
-3,130
IBM icon
58
IBM
IBM
$226B
$492K 0.34%
1,660
+98
IVE icon
59
iShares S&P 500 Value ETF
IVE
$49.7B
$491K 0.34%
2,314
+77
TOTL icon
60
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.18B
$470K 0.32%
11,687
+791
VIOO icon
61
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.34B
$469K 0.32%
4,231
-30
GDS icon
62
GDS Holdings
GDS
$7.47B
$435K 0.3%
12,460
SPYM
63
State Street SPDR Portfolio S&P 500 ETF
SPYM
$106B
$433K 0.3%
5,402
-11
META icon
64
Meta Platforms (Facebook)
META
$1.65T
$396K 0.27%
600
+135
UNH icon
65
UnitedHealth
UNH
$261B
$383K 0.26%
1,161
-22
MS icon
66
Morgan Stanley
MS
$259B
$382K 0.26%
2,153
+7
JPM icon
67
JPMorgan Chase
JPM
$800B
$374K 0.26%
1,162
+204
VGK icon
68
Vanguard FTSE Europe ETF
VGK
$30.1B
$373K 0.26%
4,457
+434
WMT icon
69
Walmart Inc
WMT
$1.01T
$358K 0.25%
3,209
+463
SCHX icon
70
Schwab US Large- Cap ETF
SCHX
$63.2B
$355K 0.24%
13,201
-122
INFL icon
71
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.52B
$350K 0.24%
7,880
+3
GAPR icon
72
FT Vest US Equity Moderate Buffer ETF April
GAPR
$255M
$347K 0.24%
8,668
GS icon
73
Goldman Sachs
GS
$254B
$338K 0.23%
384
+37
SCHF icon
74
Schwab International Equity ETF
SCHF
$58.8B
$335K 0.23%
13,927
+1,475
VWO icon
75
Vanguard FTSE Emerging Markets ETF
VWO
$109B
$324K 0.22%
6,029
+561
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3
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