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
151
$33.6K 0.04%
1,324
152
$32.7K 0.04%
1,774
+38
153
$32.7K 0.04%
820
154
$32.1K 0.04%
1,761
+33
155
$32K 0.04%
436
+56
156
$31.7K 0.03%
293
+2
157
$31.3K 0.03%
120
158
$30.9K 0.03%
937
159
$30.5K 0.03%
2,733
+61
160
$30.4K 0.03%
600
161
$30K 0.03%
1,072
+683
162
$29.1K 0.03%
1,280
163
$29.1K 0.03%
1,431
+9
164
$28.9K 0.03%
1,072
+118
165
$27.9K 0.03%
2,109
+92
166
$27K 0.03%
485
-85
167
$26.8K 0.03%
192
168
$26.4K 0.03%
675
+80
169
$25.9K 0.03%
1,954
+175
170
$25.9K 0.03%
548
+8
171
$25.7K 0.03%
304
+76
172
$25.2K 0.03%
1,250
+950
173
$25.1K 0.03%
3,030
174
$24.9K 0.03%
479
175
$24.8K 0.03%
504
+3
5 6
7
8 9