MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
This Quarter Return
+0.09%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$106M
AUM Growth
+$106M
(+7.8%)
Cap. Flow
+$8.65M
Cap. Flow
% of AUM
8.15%
Top 10 Holdings %
Top 10 Hldgs %
42.16%
Holding
88
New
9
Increased
40
Reduced
28
Closed
5
Top Buys
| 1 |
Innovator US Equity Buffer ETF March
BMAR
|
$6.36M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.29M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$1.29M |
| 4 |
Innovator US Equity Buffer ETF January
BJAN
|
$1.28M |
| 5 |
Innovator US Equity Power Buffer ETF March
PMAR
|
$1.21M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.82M |
| 2 |
Innovator US Equity Buffer ETF February
BFEB
|
$1.35M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$851K |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$790K |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$552K |
Sector Composition
| 1 | Technology | 6.43% |
| 2 | Consumer Discretionary | 4.75% |
| 3 | Financials | 1.81% |
| 4 | Industrials | 1.05% |
| 5 | Communication Services | 0.84% |
