MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.37M
3
+$1.21M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$815K
5
LCTU icon
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
+$323K

Top Sells

1
+$1.5M
2
+$1.2M
3
+$324K
4
GAUG icon
FT Vest US Equity Moderate Buffer ETF August
GAUG
+$226K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$209K

Sector Composition

1 Technology 6.65%
2 Consumer Discretionary 3.91%
3 Financials 1.78%
4 Industrials 1.12%
5 Communication Services 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$475K 0.39%
11,106
+588
52
$473K 0.39%
15,460
-3,090
53
$460K 0.38%
1,561
-4
54
$433K 0.36%
4,281
+115
55
$402K 0.33%
2,056
+310
56
$398K 0.33%
2,256
-32
57
$393K 0.32%
5,412
+55
58
$388K 0.32%
1,769
-81
59
$380K 0.31%
9,482
+1,326
60
$356K 0.29%
1,142
+634
61
$351K 0.29%
+5,212
62
$342K 0.28%
1,486
+7
63
$332K 0.27%
450
-8
64
$332K 0.27%
+8,668
65
$332K 0.27%
7,874
+6
66
$322K 0.26%
+6,769
67
$320K 0.26%
13,100
-120
68
$318K 0.26%
43
69
$311K 0.26%
4,017
+47
70
$309K 0.25%
1,741
-25
71
$308K 0.25%
+955
72
$303K 0.25%
+2,607
73
$301K 0.25%
2,138
+2
74
$295K 0.24%
5,675
75
$278K 0.23%
958
-38
1 2
3
4