We are live on ! Find out more
MIM

Macroview Investment Management Portfolio holdings

AUM $162M
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
+11.27%
1 Year Est. Return
+22.52%
3 Year Est. Return
+67.16%
5 Year Est. Return
+71.1%
10 Year Est. Return
+169.1%
AUM
$162M
AUM Growth
+$18M
Cap. Flow
+$5.71M
Cap. Flow %
3.52%
Top 10 Hldgs %
42.15%
Holding
114
New
15
Increased
52
Reduced
30
Closed
8

Top Buys

Rank Stock Value
1
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.5M
2
DDFY
Innovator Equity Dual Directional 15 Buffer ETF - May
DDFY
+$1.69M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$710K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$517K
5
HPP
Hudson Pacific Properties
HPP
+$499K

Top Sells

Rank Stock Value
1
GLD icon
SPDR Gold Trust
GLD
+$2.54M
2
DDTD
Innovator Equity Dual Directional 10 Buffer ETF Dec
DDTD
+$1.14M
3
KLXE icon
KLX Energy Services
KLXE
+$454K
4
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$351K
5
BSMQ icon
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
+$334K

Sector Composition

Rank Sector Weight
1 Technology 6.83%
2 Consumer Discretionary 3.13%
3 Financials 1.85%
4 Communication Services 1.53%
5 Industrials 0.77%

No holdings matched the selected filter criteria.

1 2 3 4 5

Similar funds

MF
Manuka Financial Richmond, Virginia $162M AUM 23.29% 1-Year Est. Return
CFA
Collaborative Fund Advisors Reno, Nevada $162M AUM
LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
SWMG
Stillwater Wealth Management Group Juno Beach, Florida $162M AUM
GWM
Greenhouse Wealth Management Westport, Connecticut $162M AUM 19.94% 1-Year Est. Return
PCP
Panoramic Capital Partners Lake Oswego, Oregon $162M AUM 17.6% 1-Year Est. Return
GPA
Guerra Pan Advisors Montclair, New Jersey $162M AUM 33.07% 1-Year Est. Return
AXA
Accel XI Associates Palo Alto, California $162M AUM

Macroview Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Macroview Investment Management held 114 positions worth $162M, up 12% from $144M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Macroview Investment Management deployed $5.71M of net new capital in Q2 2026, opening 15 new positions and adding to 52 existing holdings. Its largest new stake was SPDR Gold MiniShares Trust: 28,020 shares worth $2.23M.

By sector, the portfolio is most concentrated in Technology at 6.8% of assets, up from 6.4% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was SPDR Gold Trust, an estimated $2.54M trimmed.

  • Macroview Investment Management's largest Q2 2026 buy was SPDR Gold MiniShares Trust: 28,020 shares worth $2.23M.
  • Macroview Investment Management added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $710K increase.
  • Macroview Investment Management's biggest Q2 2026 reduction was SPDR Gold Trust, cutting an estimated $2.54M.
  • Macroview Investment Management fully exited Innovator Equity Dual Directional 10 Buffer ETF Dec in Q2 2026, selling an estimated $1.14M.
  • Macroview Investment Management's ten largest holdings make up 42% of its $162M portfolio in Q2 2026.
  • Macroview Investment Management opened 15 new positions and closed 8 in Q2 2026.
  • Macroview Investment Management's portfolio value rose 12% quarter-over-quarter to $162M.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.