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
$90.2M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.25M
3
+$1.11M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.09M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$989K

Top Sells

1
+$1.19M
2
+$1.05M
3
+$1.04M
4
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$1.03M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$954K

Sector Composition

1 Technology 6.79%
2 Consumer Discretionary 5.69%
3 Financials 2.64%
4 Industrials 1.22%
5 Communication Services 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$192K 0.21%
1,112
-54
77
$184K 0.2%
420
78
$177K 0.19%
1,173
79
$169K 0.19%
842
80
$164K 0.18%
1,810
-10
81
$163K 0.18%
303
82
$159K 0.18%
2,926
+1,037
83
$157K 0.17%
1,720
+56
84
$153K 0.17%
5,954
-159
85
$152K 0.17%
362
-6
86
$152K 0.17%
1,281
+30
87
$146K 0.16%
2,424
88
$144K 0.16%
2,742
+6
89
$144K 0.16%
689
-65
90
$143K 0.16%
1,782
+12
91
$143K 0.16%
4,428
92
$140K 0.15%
408
93
$138K 0.15%
2,400
94
$136K 0.15%
804
+1
95
$136K 0.15%
1,039
+35
96
$135K 0.15%
1,014
97
$132K 0.14%
315
98
$130K 0.14%
1,269
+49
99
$130K 0.14%
1,436
+7
100
$117K 0.13%
990
+860
2 3
4
5 6