MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
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
1
$3.71M 5.94%
239,772
-70
2
$2.77M 4.44%
30,619
-7,870
3
$2.72M 4.35%
40,642
+9,308
4
$2.71M 4.33%
14,764
-175
5
$2.67M 4.28%
57,200
+429
6
$2.6M 4.16%
28,455
+309
7
$2.27M 3.63%
5,518
+1,139
8
$2.16M 3.47%
6,745
+80
9
$2.02M 3.24%
65,620
+4,540
10
$1.9M 3.04%
38,312
-5,398
11
$1.79M 2.87%
14,449
+67
12
$1.64M 2.62%
32,710
+145
13
$1.5M 2.4%
+52,583
14
$1.48M 2.38%
13,767
+13,503
15
$1.44M 2.31%
21,134
+19,164
16
$1.2M 1.93%
12,106
-2,630
17
$1.18M 1.89%
19,291
+410
18
$1.16M 1.87%
47,360
+335
19
$1.03M 1.65%
6,237
+3
20
$1M 1.61%
11,301
-203
21
$996K 1.6%
13,520
+397
22
$986K 1.58%
+43,157
23
$985K 1.58%
+31,330
24
$984K 1.58%
10,508
-280
25
$887K 1.42%
10,979
+2,417
1
2 3 4 5