MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
-3.51%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$74.4M
AUM Growth
+$9.27M
(+14%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
15.59%
Top 10 Holdings %
Top 10 Hldgs %
35.84%
Holding
879
New
379
Increased
155
Reduced
113
Closed
78
Top Buys
| 1 |
Home Depot
HD
|
$3.34M |
| 2 |
Microsoft
MSFT
|
$1.75M |
| 3 |
Innovator US Equity Buffer ETF July
BJUL
|
$1.13M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.05M |
| 5 |
FT Vest US Equity Moderate Buffer ETF August
GAUG
|
$983K |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vanguard Intermediate-Term Bond ETF
BIV
$24.2B
| $11.1K | 0.01% |
153
| – | – |
|
227
Shopify
SHOP
$191B
| $11K | 0.01% |
202
+17
| +9% | +$928 |
|
228
AGCO
AGCO
$8.28B
| $11K | 0.01% |
93
-1
| -1% | -$118 |
|
|
IMGN
229
DELISTED
Immunogen Inc
IMGN
| $11K | 0.01% |
+693
| New | +$11K |
|
230
Teekay Tankers
TNK
$1.8B
| $11K | 0.01% |
+264
| New | +$11K |
|
231
VICI Properties
VICI
$35.8B
| $11K | 0.01% |
+377
| New | +$11K |
|
232
Lyft
LYFT
$6.91B
| $11K | 0.01% |
+1,040
| New | +$11K |
|
233
Lamb Weston
LW
$8.08B
| $10.9K | 0.01% |
118
+72
| +157% | +$6.67K |
|
234
OneSpaWorld
OSW
$2.26B
| $10.9K | 0.01% |
974
-144
| -13% | -$1.62K |
|
235
Novo Nordisk
NVO
$245B
| $10.9K | 0.01% |
120
+60
| +100% | +$5.46K |
|
236
Woodward
WWD
$14.6B
| $10.8K | 0.01% |
+87
| New | +$10.8K |
|
237
Neurocrine Biosciences
NBIX
$14.3B
| $10.8K | 0.01% |
96
+88
| +1,100% | +$9.9K |
|
238
Sixth Street Specialty
TSLX
$2.32B
| $10.8K | 0.01% |
528
-10
| -2% | -$204 |
|
239
Owens Corning
OC
$13B
| $10.8K | 0.01% |
+79
| New | +$10.8K |
|
240
Pultegroup
PHM
$27.7B
| $10.7K | 0.01% |
+145
| New | +$10.7K |
|
241
Sherwin-Williams
SHW
$92.9B
| $10.7K | 0.01% |
+42
| New | +$10.7K |
|
242
Lowe's Companies
LOW
$151B
| $10.7K | 0.01% |
51
-27
| -35% | -$5.65K |
|
243
Hasbro
HAS
$11.2B
| $10.7K | 0.01% |
+161
| New | +$10.7K |
|
244
Wayfair
W
$11.6B
| $10.6K | 0.01% |
+175
| New | +$10.6K |
|
245
Amplitude
AMPL
$1.51B
| $10.6K | 0.01% |
+912
| New | +$10.6K |
|
246
e.l.f. Beauty
ELF
$7.6B
| $10.5K | 0.01% |
96
-16
| -14% | -$1.76K |
|
247
SM Energy
SM
$3.09B
| $10.5K | 0.01% |
+266
| New | +$10.5K |
|
248
Applovin
APP
$166B
| $10.5K | 0.01% |
+262
| New | +$10.5K |
|
249
SPDR S&P Aerospace & Defense ETF
XAR
$3.95B
| $10.4K | 0.01% |
93
| – | – |
|
250
Global X Russell 2000 Covered Call ETF
RYLD
$1.28B
| $10.4K | 0.01% |
611
| – | – |
|