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
126
$23.5K 0.04%
561
127
$22.8K 0.04%
230
+1
128
$22.5K 0.04%
+1,000
129
$22K 0.04%
1,910
+975
130
$21.5K 0.03%
426
-293
131
$21.1K 0.03%
277
-78
132
$20.5K 0.03%
1,563
+722
133
$20.5K 0.03%
1,380
+34
134
$20K 0.03%
2,079
+2,009
135
$18.2K 0.03%
288
+4
136
$17.9K 0.03%
805
-5,961
137
$17.5K 0.03%
209
+11
138
$17.1K 0.03%
150
+2
139
$17.1K 0.03%
+1,200
140
$16.9K 0.03%
1,339
+958
141
$16.8K 0.03%
462
142
$16.7K 0.03%
+890
143
$16.5K 0.03%
165
144
$16K 0.03%
158
+1
145
$15.9K 0.03%
54
146
$15.9K 0.03%
326
147
$15.5K 0.02%
78
+1
148
$15.5K 0.02%
598
+206
149
$15.5K 0.02%
411
+326
150
$15.3K 0.02%
1,511
-1,664
4 5
6
7 8