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
$74.4M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.75M
3
+$1.13M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.05M
5
GAUG icon
FT Vest US Equity Moderate Buffer ETF August
GAUG
+$983K

Top Sells

1
+$1.2M
2
+$1.14M
3
+$1.03M
4
XTOC icon
Innovator US Equity Accelerated Plus ETF October
XTOC
+$1.03M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$599K

Sector Composition

1 Technology 7.02%
2 Consumer Discretionary 6.01%
3 Financials 2.21%
4 Industrials 1.58%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$66.6K 0.09%
244
+214
102
$66.5K 0.09%
544
+534
103
$64.8K 0.09%
+478
104
$63.1K 0.08%
377
105
$61.3K 0.08%
+1,500
106
$61.1K 0.08%
883
+442
107
$59.9K 0.08%
384
108
$59.3K 0.08%
978
+976
109
$58.7K 0.08%
+1,954
110
$57K 0.08%
190
+141
111
$57K 0.08%
2,529
+9
112
$55.3K 0.07%
627
+11
113
$51.2K 0.07%
1,666
-105
114
$48.6K 0.06%
472
-90
115
$46.6K 0.06%
+2,560
116
$41.7K 0.06%
319
+199
117
$41.4K 0.06%
257
118
$41.4K 0.06%
3,918
+48
119
$40.5K 0.05%
+468
120
$40.2K 0.05%
1,406
+15
121
$39.8K 0.05%
2,250
122
$39.2K 0.05%
222
+174
123
$39K 0.05%
+798
124
$36.3K 0.05%
179
+16
125
$36K 0.05%
279
-50
3 4
5
6 7