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
176
$24.6K 0.03%
1,000
177
$24.1K 0.03%
445
+5
178
$24K 0.03%
1,558
+35
179
$23.7K 0.03%
368
+1
180
$23.6K 0.03%
287
+101
181
$22.9K 0.03%
626
+44
182
$22.7K 0.02%
1,082
+34
183
$22K 0.02%
631
184
$22K 0.02%
800
185
$21.7K 0.02%
364
-88
186
$21.2K 0.02%
1,000
187
$20.9K 0.02%
159
+1
188
$20.8K 0.02%
140
+55
189
$20.5K 0.02%
1,960
+253
190
$20.3K 0.02%
1,200
-190
191
$19.3K 0.02%
107
+41
192
$19.3K 0.02%
1,131
193
$19.2K 0.02%
190
194
$18.7K 0.02%
225
-19
195
$18.3K 0.02%
38
196
$18.3K 0.02%
161
+1
197
$18.3K 0.02%
2,847
198
$18K 0.02%
422
+58
199
$18K 0.02%
1,300
+100
200
$17.5K 0.02%
461
+3
6 7
8
9 10