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
176
$17.6K 0.02%
1,000
177
$16.9K 0.02%
872
+52
178
$16.8K 0.02%
304
+56
179
$16.7K 0.02%
202
+192
180
$16.6K 0.02%
117
+77
181
$16.5K 0.02%
42
+2
182
$16.4K 0.02%
403
+6
183
$16K 0.02%
794
+203
184
$15.9K 0.02%
+167
185
$15.8K 0.02%
+99
186
$15.7K 0.02%
1,597
+608
187
$15.5K 0.02%
151
+111
188
$15.5K 0.02%
227
189
$15.5K 0.02%
129
+5
190
$15.3K 0.02%
747
+10
191
$15.1K 0.02%
209
+160
192
$14.9K 0.02%
452
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193
$14.3K 0.02%
90
-2
194
$13.9K 0.02%
358
195
$13.8K 0.02%
+89
196
$13.7K 0.02%
+64
197
$13.7K 0.02%
288
-101
198
$13.4K 0.02%
+24
199
$13.2K 0.02%
176
+68
200
$13.2K 0.02%
313
+6
6 7
8
9 10