MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
+7.77%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$102M
AUM Growth
+$8.51M
(+9.1%)
Cap. Flow
+$2.09M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
39.68%
Holding
656
New
70
Increased
148
Reduced
81
Closed
73
Top Buys
| 1 |
ILPT
Industrial Logistics Properties Trust
ILPT
|
+$527K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$442K |
| 3 |
GDS Holdings
GDS
|
+$275K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$252K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$243K |
Top Sells
Sector Composition
| 1 | Technology | 7.41% |
| 2 | Consumer Discretionary | 5.7% |
| 3 | Financials | 2.45% |
| 4 | Communication Services | 1.06% |
| 5 | Consumer Staples | 0.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Schwab US Broad Market ETF
SCHB
$36.4B
| $8.78K | 0.01% |
396
-6
| -1% | -$133 |
|
277
AnaptysBio
ANAB
$619M
| $8.78K | 0.01% |
262
-51
| -16% | -$1.71K |
|
278
LendingClub
LC
$1.89B
| $8.76K | 0.01% |
+766
| New | +$8.76K |
|
279
Home BancShares
HOMB
$5.76B
| $8.75K | 0.01% |
+323
| New | +$8.75K |
|
280
Life Time Group Holdings
LTH
$6.3B
| $8.74K | 0.01% |
+358
| New | +$8.74K |
|
281
Wingstop
WING
$8.03B
| $8.74K | 0.01% |
21
+2
| +11% | +$832 |
|
282
Enova International
ENVA
$2.93B
| $8.72K | 0.01% |
+104
| New | +$8.72K |
|
283
Zeta Global
ZETA
$4.45B
| $8.71K | 0.01% |
+292
| New | +$8.71K |
|
284
Bankunited
BKU
$2.89B
| $8.71K | 0.01% |
+239
| New | +$8.71K |
|
|
OPRA
285
Opera Ltd
OPRA
$1.75B
| $8.68K | 0.01% |
+562
| New | +$8.68K |
|
286
QCR Holdings
QCRH
$1.32B
| $8.66K | 0.01% |
+117
| New | +$8.66K |
|
287
First Commonwealth Financial
FCF
$1.83B
| $8.66K | 0.01% |
+505
| New | +$8.66K |
|
288
MediaAlpha
MAX
$707M
| $8.64K | 0.01% |
477
| – | – |
|
289
Zurn Elkay Water Solutions
ZWS
$7.69B
| $8.63K | 0.01% |
+240
| New | +$8.63K |
|
290
Invesco Solar ETF
TAN
$729M
| $8.62K | 0.01% |
200
| – | – |
|
291
EverQuote
EVER
$888M
| $8.61K | 0.01% |
408
+7
| +2% | +$148 |
|
292
BioCryst Pharmaceuticals
BCRX
$1.7B
| $8.6K | 0.01% |
+1,132
| New | +$8.6K |
|
293
Guidewire Software
GWRE
$21.6B
| $8.6K | 0.01% |
+47
| New | +$8.6K |
|
294
Varonis Systems
VRNS
$6.43B
| $8.59K | 0.01% |
+152
| New | +$8.59K |
|
295
GeneDx Holdings
WGS
$3.62B
| $8.57K | 0.01% |
202
-67
| -25% | -$2.84K |
|
296
Krystal Biotech
KRYS
$4.09B
| $8.56K | 0.01% |
47
| – | – |
|
297
First Financial Bancorp
FFBC
$2.45B
| $8.55K | 0.01% |
+339
| New | +$8.55K |
|
298
FB Financial Corp
FBK
$2.85B
| $8.54K | 0.01% |
+182
| New | +$8.54K |
|
299
Jamf
JAMF
$1.28B
| $8.54K | 0.01% |
492
-10
| -2% | -$174 |
|
300
Baidu
BIDU
$37.3B
| $8.53K | 0.01% |
81
| – | – |
|