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
$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
1
$3.35M 4.47%
11,097
+11,043
2
$3.26M 4.34%
227,357
-10,409
3
$2.83M 3.77%
30,113
-113
4
$2.7M 3.6%
6,289
+410
5
$2.68M 3.58%
41,682
-19
6
$2.48M 3.31%
28,024
-538
7
$2.45M 3.26%
56,385
-1,018
8
$2.43M 3.24%
14,178
-551
9
$2.41M 3.21%
6,725
-101
10
$2.06M 2.75%
67,689
-303
11
$1.9M 2.54%
14,454
-187
12
$1.8M 2.4%
35,841
-904
13
$1.76M 2.34%
5,567
+5,557
14
$1.59M 2.12%
31,850
-665
15
$1.58M 2.1%
20,573
-423
16
$1.49M 1.98%
15,763
+11,153
17
$1.42M 1.89%
50,858
-1,639
18
$1.31M 1.74%
7,637
+1,386
19
$1.13M 1.51%
+32,866
20
$1.1M 1.47%
11,010
-563
21
$1.05M 1.4%
2,449
+1,673
22
$1.01M 1.34%
11,516
-108
23
$983K 1.31%
+33,367
24
$976K 1.3%
+28,951
25
$969K 1.29%
9,148
+31
1
2 3 4 5