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
201
$17.4K 0.02%
473
+137
202
$17.1K 0.02%
1,100
+100
203
$17.1K 0.02%
204
+57
204
$16.9K 0.02%
+348
205
$16.5K 0.02%
838
+22
206
$16.1K 0.02%
311
-5
207
$16K 0.02%
71
-3
208
$15.8K 0.02%
925
-876
209
$15.8K 0.02%
124
210
$15.5K 0.02%
326
+6
211
$15.3K 0.02%
610
+13
212
$15.2K 0.02%
624
+8
213
$15.2K 0.02%
+623
214
$14.8K 0.02%
597
+64
215
$14.7K 0.02%
180
216
$14.3K 0.02%
39
217
$14.1K 0.02%
+114
218
$14K 0.02%
+108
219
$13.7K 0.02%
+240
220
$13.7K 0.02%
341
+194
221
$13.6K 0.02%
+689
222
$13.6K 0.01%
222
223
$13.5K 0.01%
+48
224
$13.4K 0.01%
43
+27
225
$13.4K 0.01%
138
+1
7 8
9
10 11