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
$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
726
$485 ﹤0.01%
+28
727
$478 ﹤0.01%
+3
728
$477 ﹤0.01%
+6
729
$472 ﹤0.01%
126
+119
730
$446 ﹤0.01%
50
-50
731
$444 ﹤0.01%
+6
732
$443 ﹤0.01%
+92
733
$426 ﹤0.01%
+4
734
$423 ﹤0.01%
+18
735
$402 ﹤0.01%
+6
736
$400 ﹤0.01%
1
737
$380 ﹤0.01%
49
738
$370 ﹤0.01%
+34
739
$342 ﹤0.01%
+6
740
$341 ﹤0.01%
+2
741
$339 ﹤0.01%
+4
742
$337 ﹤0.01%
+8
743
$324 ﹤0.01%
6
744
$324 ﹤0.01%
8
745
$312 ﹤0.01%
+14
746
$304 ﹤0.01%
+25
747
$302 ﹤0.01%
+17
748
$299 ﹤0.01%
+5
749
$292 ﹤0.01%
+3
750
$278 ﹤0.01%
+14
28 29
30
31 32