MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
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
76
$124K 0.17%
758
+1
77
$124K 0.17%
+1,031
78
$124K 0.17%
+1,112
79
$123K 0.16%
1,222
-237
80
$121K 0.16%
640
+636
81
$118K 0.16%
1,631
-324
82
$116K 0.16%
821
+1
83
$115K 0.15%
2,730
+753
84
$111K 0.15%
1,465
-199
85
$109K 0.15%
+1,464
86
$105K 0.14%
1,349
-9
87
$104K 0.14%
951
-144
88
$104K 0.14%
2,329
+132
89
$103K 0.14%
1,155
-189
90
$102K 0.14%
+2,400
91
$99.5K 0.13%
590
-38
92
$94.8K 0.13%
1,764
+168
93
$93.9K 0.13%
1,158
+992
94
$90.3K 0.12%
1,780
+3
95
$88.6K 0.12%
+1,224
96
$86.5K 0.12%
1,799
97
$83.9K 0.11%
563
+158
98
$82.1K 0.11%
2,702
+6
99
$76.1K 0.1%
+1,141
100
$66.9K 0.09%
291
+265
2 3
4
5 6