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
751
$273 ﹤0.01%
361
752
$271 ﹤0.01%
10
+4
753
$268 ﹤0.01%
11
754
$262 ﹤0.01%
10
755
$247 ﹤0.01%
9
756
$244 ﹤0.01%
+2
757
$226 ﹤0.01%
8
758
$222 ﹤0.01%
+2
759
$208 ﹤0.01%
6
760
$207 ﹤0.01%
+12
761
$203 ﹤0.01%
170
762
$194 ﹤0.01%
+3
763
$178 ﹤0.01%
2
764
$169 ﹤0.01%
+7
765
$169 ﹤0.01%
28
766
$164 ﹤0.01%
333
767
$142 ﹤0.01%
3
768
$142 ﹤0.01%
7
769
$134 ﹤0.01%
23
770
$122 ﹤0.01%
+5
771
$115 ﹤0.01%
+4
772
$114 ﹤0.01%
+24
773
$103 ﹤0.01%
+4
774
$103 ﹤0.01%
1
775
$103 ﹤0.01%
231
29 30
31
32 33