MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.4M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.31M
4
XTOC icon
Innovator US Equity Accelerated Plus ETF October
XTOC
+$986K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$985K

Top Sells

1
+$1.89M
2
+$1.44M
3
+$1.42M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$712K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$422K

Sector Composition

1 Technology 4.18%
2 Consumer Discretionary 1.45%
3 Industrials 1.44%
4 Healthcare 0.67%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$34.2K 0.05%
1,900
-180
102
$34K 0.05%
405
+1
103
$33.5K 0.05%
382
104
$32.6K 0.05%
+288
105
$32.5K 0.05%
1,700
106
$31.5K 0.05%
228
+1
107
$31.3K 0.05%
1,786
+4
108
$30.8K 0.05%
441
109
$29.9K 0.05%
931
110
$29.9K 0.05%
322
111
$29.4K 0.05%
215
-14
112
$28.3K 0.05%
1,280
113
$28.1K 0.05%
562
114
$28K 0.04%
532
-358
115
$27.7K 0.04%
820
116
$27.4K 0.04%
220
+95
117
$27.3K 0.04%
564
118
$26.5K 0.04%
672
+98
119
$25.3K 0.04%
3,030
120
$25K 0.04%
120
121
$25K 0.04%
240
122
$24.9K 0.04%
838
-506
123
$24.2K 0.04%
1,366
+846
124
$23.9K 0.04%
1,856
+678
125
$23.8K 0.04%
375
3 4
5
6 7