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
776
$89 ﹤0.01%
1
777
$89 ﹤0.01%
+2
778
$84 ﹤0.01%
11
779
$79 ﹤0.01%
2
780
$79 ﹤0.01%
2
781
$78 ﹤0.01%
16
782
$76 ﹤0.01%
+22
783
$56 ﹤0.01%
1
-59
784
$55 ﹤0.01%
+7
785
$46 ﹤0.01%
9
+6
786
$46 ﹤0.01%
+105
787
$44 ﹤0.01%
1
788
$41 ﹤0.01%
+2
789
– –
0
790
$32 ﹤0.01%
+5
791
$30 ﹤0.01%
+2
792
$30 ﹤0.01%
3
793
$29 ﹤0.01%
50
794
$22 ﹤0.01%
+8
795
$16 ﹤0.01%
24
796
$15 ﹤0.01%
1
797
$12 ﹤0.01%
14
798
– –
0
799
$5 ﹤0.01%
1
800
$3 ﹤0.01%
+1
30 31
32
33 34