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
$145M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.48M
3
+$2.4M
4
AKRE
Akre Focus ETF
AKRE
+$1.78M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.76M

Top Sells

1
+$3.55M
2
+$1.44M
3
+$1.32M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.3M
5
GLD icon
SPDR Gold Trust
GLD
+$1,000K

Sector Composition

1 Technology 7.19%
2 Consumer Discretionary 3.41%
3 Financials 1.99%
4 Communication Services 1.53%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HAP icon
76
VanEck Natural Resources ETF
HAP
$284M
$321K 0.22%
5,335
+19
NVR icon
77
NVR
NVR
$20.5B
$314K 0.22%
43
UNP icon
78
Union Pacific
UNP
$155B
$312K 0.21%
1,349
+44
BK icon
79
Bank of New York Mellon
BK
$80.8B
$305K 0.21%
2,625
+200
MU icon
80
Micron Technology
MU
$434B
$292K 0.2%
+1,024
IWM icon
81
iShares Russell 2000 ETF
IWM
$72.9B
$280K 0.19%
1,139
-26
AVGO icon
82
Broadcom
AVGO
$1.48T
$275K 0.19%
796
+169
VBK icon
83
Vanguard Small-Cap Growth ETF
VBK
$21B
$275K 0.19%
909
-2,569
XBI icon
84
State Street SPDR S&P Biotech ETF
XBI
$8.07B
$269K 0.19%
2,204
-72
MCK icon
85
McKesson
MCK
$120B
$264K 0.18%
322
+12
ALL icon
86
Allstate
ALL
$55B
$247K 0.17%
1,187
+73
TSLA icon
87
Tesla
TSLA
$1.47T
$246K 0.17%
+547
CLOU icon
88
Global X Cloud Computing ETF
CLOU
$207M
$244K 0.17%
10,787
-354
BRK.B icon
89
Berkshire Hathaway Class B
BRK.B
$1.03T
$238K 0.16%
+473
CIBR icon
90
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.52B
$227K 0.16%
3,174
+1
EA icon
91
Electronic Arts
EA
$50.2B
$218K 0.15%
1,065
+62
SAIC icon
92
Saic
SAIC
$4.18B
$216K 0.15%
+2,147
AMP icon
93
Ameriprise Financial
AMP
$42.5B
$206K 0.14%
420
-2
EEM icon
94
iShares MSCI Emerging Markets ETF
EEM
$27.3B
$204K 0.14%
3,726
-156
IUSV icon
95
iShares Core S&P US Value ETF
IUSV
$24.6B
$202K 0.14%
+1,973
KLXE icon
96
KLX Energy Services
KLXE
$52.4M
$83.4K 0.06%
44,122
-57,878
BJAN icon
97
Innovator US Equity Buffer ETF January
BJAN
$364M
– –
-27,152
BTOG icon
98
Bit Origin
BTOG
$3.56M
– –
-192
DIS icon
99
Walt Disney
DIS
$183B
– –
-1,850
GFEB icon
100
FT Vest US Equity Moderate Buffer ETF February
GFEB
$325M
– –
-32,653
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