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
$90.2M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.25M
3
+$1.11M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.09M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$989K

Top Sells

1
+$1.19M
2
+$1.05M
3
+$1.04M
4
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$1.03M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$954K

Sector Composition

1 Technology 6.79%
2 Consumer Discretionary 5.69%
3 Financials 2.64%
4 Industrials 1.22%
5 Communication Services 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$389K 0.43%
10,743
-77
52
$366K 0.4%
4,330
53
$355K 0.39%
5,765
54
$353K 0.39%
1,437
+7
55
$352K 0.39%
8,563
-758
56
$348K 0.38%
43
57
$332K 0.37%
1,739
+2
58
$281K 0.31%
7,006
-1,420
59
$276K 0.3%
3,287
+1,211
60
$271K 0.3%
1,289
+507
61
$270K 0.3%
13,029
+603
62
$270K 0.3%
1,443
+115
63
$266K 0.29%
13,634
-324
64
$260K 0.29%
3,868
+17
65
$260K 0.29%
1,710
66
$238K 0.26%
4,660
67
$219K 0.24%
1,811
68
$219K 0.24%
3,780
69
$214K 0.24%
6,500
70
$211K 0.23%
434
+5
71
$207K 0.23%
1,149
+34
72
$206K 0.23%
1,687
+30
73
$201K 0.22%
628
+51
74
$196K 0.22%
2,082
+12
75
$193K 0.21%
2,229
+178
1 2
3
4 5