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
$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
126
$64.6K 0.07%
490
127
$62.7K 0.07%
475
+52
128
$62.6K 0.07%
277
+118
129
$61.4K 0.07%
468
130
$60.8K 0.07%
629
+2
131
$57.1K 0.06%
384
132
$54.2K 0.06%
1,390
133
$54.1K 0.06%
604
+195
134
$50.6K 0.06%
168
135
$50.2K 0.06%
223
+78
136
$49.7K 0.05%
1,000
137
$48.6K 0.05%
528
+14
138
$47.8K 0.05%
2,250
139
$47.7K 0.05%
1,476
-249
140
$45.7K 0.05%
1,062
+85
141
$41.7K 0.05%
382
142
$41.7K 0.05%
1,252
+37
143
$41.3K 0.05%
280
+1
144
$40K 0.04%
1,179
+354
145
$36.5K 0.04%
1,700
146
$36.1K 0.04%
187
+25
147
$35.5K 0.04%
2,305
+24
148
$35.5K 0.04%
322
-1,150
149
$34.9K 0.04%
847
+68
150
$34.2K 0.04%
1,900
4 5
6
7 8