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
$90.2M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.25M
3
+$1.11M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.09M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$989K

Top Sells

1
+$1.19M
2
+$1.05M
3
+$1.04M
4
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$1.03M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$954K

Sector Composition

1 Technology 6.79%
2 Consumer Discretionary 5.69%
3 Financials 2.64%
4 Industrials 1.22%
5 Communication Services 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$112K 0.12%
546
102
$109K 0.12%
3,517
-1,329
103
$107K 0.12%
678
+22
104
$104K 0.11%
2,610
-42
105
$101K 0.11%
2,051
-173
106
$96.8K 0.11%
365
+23
107
$94K 0.1%
8,000
108
$91.9K 0.1%
543
-19
109
$91.2K 0.1%
1,800
+7
110
$90.6K 0.1%
1,084
+5
111
$89.3K 0.1%
993
112
$86.9K 0.1%
1,500
-18
113
$86.5K 0.1%
1,733
+2
114
$85K 0.09%
1,685
115
$83.6K 0.09%
1,666
+1
116
$78.4K 0.09%
1,014
+140
117
$78.2K 0.09%
1,546
-214
118
$76.7K 0.08%
421
-43
119
$75K 0.08%
300
120
$74.6K 0.08%
2,748
+120
121
$74.3K 0.08%
950
122
$73K 0.08%
+1,866
123
$70.5K 0.08%
1,688
124
$66.2K 0.07%
418
125
$65.2K 0.07%
371
-1,084
3 4
5
6 7