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
151
$24.2K 0.03%
2,601
+887
152
$23.8K 0.03%
375
153
$23.8K 0.03%
495
+1
154
$23.7K 0.03%
1,718
-85
155
$23.2K 0.03%
1,450
+34
156
$23K 0.03%
3,030
157
$22.9K 0.03%
644
+516
158
$22.8K 0.03%
832
+163
159
$22.3K 0.03%
+44
160
$22.2K 0.03%
229
+70
161
$21.1K 0.03%
1,698
+726
162
$20.8K 0.03%
+1,000
163
$20.8K 0.03%
800
164
$20.8K 0.03%
940
+8
165
$20.8K 0.03%
164
+14
166
$20.3K 0.03%
1,467
-197
167
$20.3K 0.03%
139
+76
168
$20.1K 0.03%
307
-37
169
$20K 0.03%
656
+75
170
$19.3K 0.03%
650
171
$18.9K 0.03%
767
+338
172
$18.8K 0.03%
35
+23
173
$18.5K 0.02%
365
-63
174
$17.9K 0.02%
1,200
175
$17.8K 0.02%
374
5 6
7
8 9