MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
This Quarter Return
+7.56%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$90.2M
AUM Growth
+$90.2M
(+7.6%)
Cap. Flow
+$2.65M
Cap. Flow
% of AUM
2.94%
Top 10 Holdings %
Top 10 Hldgs %
33.8%
Holding
719
New
100
Increased
140
Reduced
96
Closed
85
Top Buys
Top Sells
| 1 |
Innovator US Equity Buffer ETF July
BJUL
|
$1.19M |
| 2 |
iShares MBS ETF
MBB
|
$1.05M |
| 3 |
FT Vest US Equity Moderate Buffer ETF August
GAUG
|
$1.04M |
| 4 |
Innovator US Equity Power Buffer ETF July
PJUL
|
$1.03M |
| 5 |
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% |
