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
$122M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.37M
3
+$1.21M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$815K
5
LCTU icon
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
+$323K

Top Sells

1
+$1.5M
2
+$1.2M
3
+$324K
4
GAUG icon
FT Vest US Equity Moderate Buffer ETF August
GAUG
+$226K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$209K

Sector Composition

1 Technology 6.65%
2 Consumer Discretionary 3.91%
3 Financials 1.78%
4 Industrials 1.12%
5 Communication Services 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$274K 0.22%
12,397
-5
77
$267K 0.22%
+11,491
78
$260K 0.21%
11,141
79
$258K 0.21%
2,638
-24
80
$253K 0.21%
1,173
-297
81
$252K 0.21%
+6,444
82
$246K 0.2%
+4,982
83
$246K 0.2%
+347
84
$242K 0.2%
+4,485
85
$240K 0.2%
+3,173
86
$236K 0.19%
+46,000
87
$230K 0.19%
+1,853
88
$229K 0.19%
1,140
-1
89
$227K 0.19%
310
+1
90
$225K 0.18%
422
-1
91
$221K 0.18%
2,425
-125
92
$205K 0.17%
2,476
-386
93
$163K 0.13%
+87,000
94
– –
-2,450
95
– –
-393
96
– –
-4,700
97
– –
-6,500
98
– –
-47,032
99
– –
-30,885
1 2 3
4