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
$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
51
$293K 0.39%
5,829
52
$290K 0.39%
1,422
-42
53
$276K 0.37%
4,330
54
$256K 0.34%
43
55
$245K 0.33%
14,402
+100
56
$243K 0.32%
1,735
+1,201
57
$234K 0.31%
4,039
+2,712
58
$229K 0.31%
1,740
+1,500
59
$215K 0.29%
3,119
+2,220
60
$207K 0.28%
12,279
+243
61
$192K 0.26%
4,660
62
$180K 0.24%
1,170
+39
63
$178K 0.24%
+2,182
64
$167K 0.22%
6,991
+3
65
$163K 0.22%
882
+335
66
$161K 0.21%
3,700
+1,850
67
$152K 0.2%
1,194
+539
68
$146K 0.2%
4,831
-1
69
$139K 0.19%
1,507
70
$138K 0.18%
+420
71
$137K 0.18%
2,574
+2,415
72
$133K 0.18%
1,746
+31
73
$132K 0.18%
+303
74
$127K 0.17%
362
+352
75
$126K 0.17%
809
+411
1 2
3
4 5