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
$106M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$1.29M
3
+$1.29M
4
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$1.28M
5
PMAR icon
Innovator US Equity Power Buffer ETF March
PMAR
+$1.21M

Top Sells

1
+$3.82M
2
+$1.35M
3
+$851K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$790K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$552K

Sector Composition

1 Technology 6.43%
2 Consumer Discretionary 4.75%
3 Financials 1.81%
4 Industrials 1.05%
5 Communication Services 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPEM icon
51
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$414K 0.39%
10,518
-436
VIOO icon
52
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.02B
$402K 0.38%
4,166
+525
NVDA icon
53
NVIDIA
NVDA
$4.46T
$397K 0.37%
3,667
+233
IBM icon
54
IBM
IBM
$262B
$389K 0.36%
1,565
+43
GOOGL icon
55
Alphabet (Google) Class A
GOOGL
$3.06T
$354K 0.33%
2,288
+995
SPLG icon
56
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
$352K 0.33%
5,357
AMZN icon
57
Amazon
AMZN
$2.27T
$352K 0.33%
1,850
-713
UNP icon
58
Union Pacific
UNP
$134B
$349K 0.33%
1,479
+17
IVE icon
59
iShares S&P 500 Value ETF
IVE
$41.7B
$333K 0.31%
1,746
-24
TOTL icon
60
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.91B
$329K 0.31%
8,156
+28
BABA icon
61
Alibaba
BABA
$387B
$324K 0.3%
+2,450
INFL icon
62
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.29B
$320K 0.3%
7,868
-374
NVR icon
63
NVR
NVR
$21.1B
$312K 0.29%
43
IWM icon
64
iShares Russell 2000 ETF
IWM
$69.9B
$293K 0.27%
1,470
-489
SCHX icon
65
Schwab US Large- Cap ETF
SCHX
$60.7B
$292K 0.27%
13,220
-189
HAP icon
66
VanEck Natural Resources ETF
HAP
$175M
$283K 0.26%
5,675
-3,779
VGK icon
67
Vanguard FTSE Europe ETF
VGK
$27.6B
$279K 0.26%
3,970
-518
GOOG icon
68
Alphabet (Google) Class C
GOOG
$3.07T
$276K 0.26%
1,766
+191
UNH icon
69
UnitedHealth
UNH
$323B
$266K 0.25%
508
+8
META icon
70
Meta Platforms (Facebook)
META
$1.8T
$264K 0.25%
458
+26
MS icon
71
Morgan Stanley
MS
$252B
$249K 0.23%
2,136
+25
SCHF icon
72
Schwab International Equity ETF
SCHF
$52.4B
$245K 0.23%
12,402
-178
JPM icon
73
JPMorgan Chase
JPM
$810B
$244K 0.23%
996
+129
ALL icon
74
Allstate
ALL
$51.6B
$236K 0.22%
1,141
+29
CLOU icon
75
Global X Cloud Computing ETF
CLOU
$303M
$234K 0.22%
11,141
-374
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