MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
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
126
$35K 0.05%
397
+120
127
$34.5K 0.05%
238
+235
128
$34.4K 0.05%
685
-547
129
$34.4K 0.05%
382
130
$33.7K 0.05%
176
+10
131
$33.3K 0.04%
903
+1
132
$33.1K 0.04%
937
-436
133
$32.9K 0.04%
820
134
$31.7K 0.04%
1,900
135
$30.4K 0.04%
1,700
136
$30.3K 0.04%
1,324
137
$30K 0.04%
1,973
+34
138
$29.5K 0.04%
+360
139
$28.8K 0.04%
216
140
$27.8K 0.04%
1,693
+564
141
$27.8K 0.04%
562
142
$27.3K 0.04%
1,413
+9
143
$27.3K 0.04%
2,771
+706
144
$27K 0.04%
774
+283
145
$27K 0.04%
1,672
+28
146
$26.7K 0.04%
511
-21
147
$26K 0.03%
1,280
148
$25.7K 0.03%
124
+4
149
$25.2K 0.03%
278
-45
150
$24.8K 0.03%
+2,250
4 5
6
7 8