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MIM

Macroview Investment Management Portfolio holdings

AUM $143M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
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
+$1.3M
2
+$1.21M
3
+$1.08M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.06M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$973K

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
+$909K

Sector Composition

1 Technology 6.79%
2 Consumer Discretionary 5.69%
3 Financials 2.64%
4 Industrials 1.23%
5 Communication Services 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.24M 4.7%
11,046
2
$3.53M 3.91%
6,706
-52
3
$3.49M 3.87%
201,813
-11,831
4
$3.09M 3.43%
5,911
+2,610
5
$3.03M 3.36%
6,827
+182
6
$2.85M 3.16%
56,256
+750
7
$2.84M 3.15%
13,825
-105
8
$2.5M 2.77%
15,199
+306
9
$2.49M 2.76%
55,169
+21,532
10
$2.42M 2.69%
21,088
-8,295
11
$2.36M 2.62%
5,608
+69
12
$2.3M 2.55%
31,011
-7,844
13
$2.01M 2.23%
33,130
+790
14
$1.95M 2.16%
83,972
+42,668
15
$1.92M 2.12%
24,357
+12,403
16
$1.81M 2.01%
16,396
+518
17
$1.64M 1.82%
32,368
-297
18
$1.64M 1.82%
19,739
-14
19
$1.63M 1.81%
20,463
+10,402
20
$1.55M 1.72%
9,024
+817
21
$1.54M 1.71%
47,283
-17,045
22
$1.5M 1.66%
47,841
-623
23
$1.25M 1.39%
+31,821
24
$1.11M 1.23%
+32,197
25
$1.11M 1.23%
13,574
+237
1
2 3 4 5