MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.37M
3
+$1.21M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$815K
5
LCTU icon
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
+$323K

Top Sells

1
+$1.5M
2
+$1.2M
3
+$324K
4
GAUG icon
FT Vest US Equity Moderate Buffer ETF August
GAUG
+$226K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$209K

Sector Composition

1 Technology 6.65%
2 Consumer Discretionary 3.91%
3 Financials 1.78%
4 Industrials 1.12%
5 Communication Services 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.81M 5.59%
138,898
-826
2
$6.2M 5.08%
212,151
+8,727
3
$5.3M 4.34%
59,259
+1,582
4
$5.28M 4.33%
61,957
+1,897
5
$5.19M 4.26%
204,857
-25
6
$4.58M 3.76%
8,307
+287
7
$4.41M 3.62%
7,105
+334
8
$4.23M 3.47%
13,879
-85
9
$4.06M 3.33%
48,654
+24,053
10
$4.06M 3.33%
11,070
-6
11
$3.49M 2.86%
5,641
+1,426
12
$3.38M 2.77%
18,491
+647
13
$3.03M 2.48%
6,089
+148
14
$2.77M 2.27%
54,535
+1,543
15
$2.54M 2.08%
12,386
+364
16
$2.48M 2.04%
55,131
+873
17
$2.44M 2%
24,302
+511
18
$2.4M 1.97%
38,676
+2,067
19
$2.21M 1.81%
16,319
+1,985
20
$2.18M 1.79%
21,692
+507
21
$2.09M 1.71%
42,439
+1,440
22
$2.03M 1.66%
18,549
+617
23
$1.78M 1.46%
9,800
+173
24
$1.64M 1.35%
26,328
+569
25
$1.41M 1.16%
+62,062
1
2 3 4