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
PAPR icon
101
Innovator US Equity Power Buffer ETF April
PAPR
$762M
-33,773