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
201
$13.2K 0.02%
95
+18
202
$13K 0.02%
583
+13
203
$12.8K 0.02%
528
204
$12.8K 0.02%
304
-15
205
$12.6K 0.02%
+44
206
$12.4K 0.02%
+455
207
$12.3K 0.02%
176
+53
208
$12.1K 0.02%
+132
209
$12K 0.02%
+122
210
$12K 0.02%
+275
211
$11.9K 0.02%
127
+123
212
$11.7K 0.02%
144
-17
213
$11.7K 0.02%
128
+1
214
$11.7K 0.02%
+109
215
$11.6K 0.02%
217
+1
216
$11.6K 0.02%
+81
217
$11.5K 0.02%
54
218
$11.5K 0.02%
277
+5
219
$11.3K 0.02%
332
+1
220
$11.3K 0.02%
+181
221
$11.2K 0.02%
+134
222
$11.2K 0.01%
122
-31
223
$11.1K 0.01%
192
-7
224
$11.1K 0.01%
175
+3
225
$11.1K 0.01%
+44
7 8
9
10 11