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
$62.4M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.31M
4
XTOC icon
Innovator US Equity Accelerated Plus ETF October
XTOC
+$986K
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$985K

Top Sells

1
+$1.89M
2
+$1.44M
3
+$1.42M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$712K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$422K

Sector Composition

1 Technology 4.18%
2 Consumer Discretionary 1.45%
3 Industrials 1.44%
4 Healthcare 0.67%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.8K 0.02%
+1,061
202
$11.8K 0.02%
+60
203
$11.8K 0.02%
+37
204
$11.8K 0.02%
280
-64
205
$11.7K 0.02%
153
206
$11.7K 0.02%
+70
207
$11.7K 0.02%
17
+1
208
$11.7K 0.02%
513
-145
209
$11.6K 0.02%
+70
210
$11.6K 0.02%
300
+6
211
$11.6K 0.02%
331
212
$11.6K 0.02%
+625
213
$11.6K 0.02%
+359
214
$11.6K 0.02%
140
-98
215
$11.5K 0.02%
221
+1
216
$11.5K 0.02%
+353
217
$11.5K 0.02%
+341
218
$11.4K 0.02%
439
219
$11.4K 0.02%
+890
220
$11.4K 0.02%
+205
221
$11.4K 0.02%
+125
222
$11.4K 0.02%
+84
223
$11.3K 0.02%
+106
224
$11.3K 0.02%
+412
225
$11.3K 0.02%
192
-68
7 8
9
10 11