MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.4M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.31M
4
XTOC icon
Innovator US Equity Accelerated Plus ETF October
XTOC
+$986K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$985K

Top Sells

1
+$1.89M
2
+$1.44M
3
+$1.42M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$712K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$422K

Sector Composition

1 Technology 4.18%
2 Consumer Discretionary 1.45%
3 Industrials 1.44%
4 Healthcare 0.67%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$175K 0.28%
6,988
-2,780
52
$163K 0.26%
1,486
53
$156K 0.25%
1,028
+842
54
$154K 0.25%
4,901
-822
55
$139K 0.22%
1,351
+69
56
$137K 0.22%
1,507
-27
57
$136K 0.22%
1,699
+10
58
$134K 0.22%
1,616
+9
59
$128K 0.21%
1,794
+98
60
$127K 0.2%
2,505
-590
61
$123K 0.2%
853
+2
62
$123K 0.2%
2,197
63
$116K 0.19%
1,368
-1,170
64
$111K 0.18%
737
+1
65
$107K 0.17%
1,141
+20
66
$105K 0.17%
547
67
$103K 0.16%
933
+17
68
$102K 0.16%
628
-53
69
$96.6K 0.15%
1,910
+69
70
$95.4K 0.15%
1,825
+231
71
$88.8K 0.14%
1,977
+1,172
72
$80.9K 0.13%
1,327
73
$76.4K 0.12%
2,696
+12
74
$74.5K 0.12%
384
75
$71.9K 0.12%
549
+3
1 2
3
4 5