MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
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
State Street 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
51
$414K 0.39%
10,518
-436
52
$402K 0.38%
4,166
+525
53
$397K 0.37%
3,667
+233
54
$389K 0.36%
1,565
+43
55
$354K 0.33%
2,288
+995
56
$352K 0.33%
5,357
57
$352K 0.33%
1,850
-713
58
$349K 0.33%
1,479
+17
59
$333K 0.31%
1,746
-24
60
$329K 0.31%
8,156
+28
61
$324K 0.3%
+2,450
62
$320K 0.3%
7,868
-374
63
$312K 0.29%
43
64
$293K 0.27%
1,470
-489
65
$292K 0.27%
13,220
-189
66
$283K 0.26%
5,675
-3,779
67
$279K 0.26%
3,970
-518
68
$276K 0.26%
1,766
+191
69
$266K 0.25%
508
+8
70
$264K 0.25%
458
+26
71
$249K 0.23%
2,136
+25
72
$245K 0.23%
12,402
-178
73
$244K 0.23%
996
+129
74
$236K 0.22%
1,141
+29
75
$234K 0.22%
11,141
-374
1 2
3
4