MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
+10.66%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$83.8M
AUM Growth
+$9.47M
(+13%)
Cap. Flow
+$2.06M
Cap. Flow
% of AUM
2.46%
Top 10 Holdings %
Top 10 Hldgs %
34.09%
Holding
880
New
79
Increased
147
Reduced
227
Closed
258
Top Buys
| 1 |
iShares MBS ETF
MBB
|
+$1.05M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$804K |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
+$784K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$523K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$405K |
Top Sells
| 1 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
+$1.05M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$329K |
| 3 |
Global X MSCI China Consumer Discretionary ETF
CHIQ
|
+$309K |
| 4 |
Oracle
ORCL
|
+$238K |
| 5 |
Sprott Physical Gold
PHYS
|
+$218K |
Sector Composition
| 1 | Technology | 7.18% |
| 2 | Consumer Discretionary | 5.84% |
| 3 | Financials | 2.45% |
| 4 | Industrials | 1.19% |
| 5 | Communication Services | 1.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
A.O. Smith
AOS
$10.1B
| $7.5K | 0.01% |
+91
| New | +$7.5K |
|
302
Cboe Global Markets
CBOE
$24.3B
| $7.5K | 0.01% |
+42
| New | +$7.5K |
|
|
VZLA
303
Vizsla Silver
VZLA
$1.26B
| $7.5K | 0.01% |
6,000
| – | – |
|
304
City Holding Co
CHCO
$1.84B
| $7.5K | 0.01% |
+68
| New | +$7.5K |
|
305
Vertiv
VRT
$48B
| $7.49K | 0.01% |
156
+54
| +53% | +$2.59K |
|
306
Amplify Cybersecurity ETF
HACK
$2.32B
| $7.49K | 0.01% |
124
-22
| -15% | -$1.33K |
|
307
NovaGold Resources
NG
$2.74B
| $7.48K | 0.01% |
2,000
| – | – |
|
308
DraftKings
DKNG
$22.8B
| $7.47K | 0.01% |
+212
| New | +$7.47K |
|
309
SI-BONE Inc
SIBN
$692M
| $7.47K | 0.01% |
+356
| New | +$7.47K |
|
310
Trinity Industries
TRN
$2.28B
| $7.47K | 0.01% |
281
+228
| +430% | +$6.06K |
|
311
Five Below
FIVE
$7.88B
| $7.46K | 0.01% |
+35
| New | +$7.46K |
|
312
Peoples Bancorp
PEBO
$1.09B
| $7.46K | 0.01% |
+221
| New | +$7.46K |
|
313
Wingstop
WING
$8.03B
| $7.44K | 0.01% |
+29
| New | +$7.44K |
|
314
Integral Ad Science
IAS
$1.42B
| $7.43K | 0.01% |
+516
| New | +$7.43K |
|
315
Howmet Aerospace
HWM
$72.2B
| $7.42K | 0.01% |
+137
| New | +$7.42K |
|
316
Silicon Motion
SIMO
$2.85B
| $7.41K | 0.01% |
+121
| New | +$7.41K |
|
317
NetApp
NTAP
$24.6B
| $7.41K | 0.01% |
+84
| New | +$7.41K |
|
318
Payoneer
PAYO
$2.45B
| $7.4K | 0.01% |
+1,420
| New | +$7.4K |
|
319
Fulton Financial
FULT
$3.5B
| $7.39K | 0.01% |
+449
| New | +$7.39K |
|
320
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$15.8M
| $7.39K | 0.01% |
100
| – | – |
|
321
Skyward Specialty Insurance
SKWD
$1.97B
| $7.39K | 0.01% |
+218
| New | +$7.39K |
|
322
CME Group
CME
$94.3B
| $7.37K | 0.01% |
35
+21
| +150% | +$4.42K |
|
|
XYZ
323
Block, Inc.
XYZ
$46B
| $7.35K | 0.01% |
95
+93
| +4,650% | +$7.19K |
|
324
Acadia Pharmaceuticals
ACAD
$4.19B
| $7.33K | 0.01% |
+234
| New | +$7.33K |
|
325
Huron Consulting
HURN
$2.42B
| $7.3K | 0.01% |
+71
| New | +$7.3K |
|