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
$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
1
$4.24M 4.66%
11,046
2
$3.53M 3.88%
6,706
-52
3
$3.49M 3.84%
201,813
-11,831
4
$3.09M 3.4%
5,911
+2,610
5
$3.03M 3.33%
6,827
+182
6
$2.85M 3.14%
28,128
+375
7
$2.84M 3.13%
13,825
-105
8
$2.5M 2.75%
15,199
+306
9
$2.49M 2.74%
55,169
+21,532
10
$2.42M 2.66%
21,088
-8,295
11
$2.36M 2.59%
5,608
+69
12
$2.3M 2.53%
31,011
-7,844
13
$2.01M 2.21%
33,130
+790
14
$1.95M 2.14%
83,972
+42,668
15
$1.92M 2.11%
24,357
+12,403
16
$1.81M 1.99%
16,396
+518
17
$1.64M 1.81%
32,368
-297
18
$1.64M 1.8%
19,739
-14
19
$1.63M 1.8%
20,463
+10,402
20
$1.55M 1.7%
9,024
+817
21
$1.54M 1.69%
47,283
-17,045
22
$1.5M 1.65%
47,841
-623
23
$1.25M 1.37%
+31,821
24
$1.11M 1.22%
+32,197
25
$1.11M 1.22%
13,574
+237
1
2 3 4 5