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 | |
|---|---|---|---|---|---|---|
326
Fiserv
FI
$73.5B
| $7.23K | 0.01% |
+64
| New | +$7.23K |
|
327
Invesco Value Municipal Income Trust
IIM
$558M
| $7.23K | 0.01% |
695
| – | – |
|
328
United Airlines
UAL
$34.9B
| $7.15K | 0.01% |
+169
| New | +$7.15K |
|
329
Airbnb
ABNB
$76.3B
| $7.14K | 0.01% |
52
-73
| -58% | -$10K |
|
330
Merus
MRUS
$5.08B
| $7.1K | 0.01% |
301
-122
| -29% | -$2.88K |
|
331
Dynavax Technologies
DVAX
$1.14B
| $7.09K | 0.01% |
+480
| New | +$7.09K |
|
332
BCE
BCE
$22.7B
| $7.07K | 0.01% |
185
| – | – |
|
333
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$15.9M
| $6.98K | 0.01% |
+100
| New | +$6.98K |
|
334
Trupanion
TRUP
$1.87B
| $6.97K | 0.01% |
+247
| New | +$6.97K |
|
335
Equifax
EFX
$31.2B
| $6.96K | 0.01% |
+38
| New | +$6.96K |
|
336
MongoDB
MDB
$26.3B
| $6.92K | 0.01% |
20
-9
| -31% | -$3.11K |
|
337
CNX Resources
CNX
$4.18B
| $6.91K | 0.01% |
+306
| New | +$6.91K |
|
338
RxSight
RXST
$366M
| $6.89K | 0.01% |
+247
| New | +$6.89K |
|
339
Vital Energy
VTLE
$609M
| $6.87K | 0.01% |
+124
| New | +$6.87K |
|
340
Lincoln National
LNC
$7.9B
| $6.86K | 0.01% |
+278
| New | +$6.86K |
|
341
Philip Morris
PM
$253B
| $6.85K | 0.01% |
+74
| New | +$6.85K |
|
342
Crescent Energy
CRGY
$2.12B
| $6.83K | 0.01% |
540
+5
| +0.9% | +$63 |
|
343
Braze
BRZE
$3.59B
| $6.82K | 0.01% |
+146
| New | +$6.82K |
|
344
Domino's
DPZ
$15.8B
| $6.82K | 0.01% |
+18
| New | +$6.82K |
|
345
NRG Energy
NRG
$28.6B
| $6.82K | 0.01% |
+177
| New | +$6.82K |
|
346
Kohl's
KSS
$1.86B
| $6.81K | 0.01% |
+325
| New | +$6.81K |
|
347
CarMax
KMX
$9.21B
| $6.79K | 0.01% |
+96
| New | +$6.79K |
|
348
Camtek
CAMT
$3.71B
| $6.79K | 0.01% |
+109
| New | +$6.79K |
|
349
Cencora
COR
$57.7B
| $6.78K | 0.01% |
+38
| New | +$6.78K |
|
350
iShares Select U.S. REIT ETF
ICF
$1.91B
| $6.77K | 0.01% |
135
| – | – |
|