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 | |
|---|---|---|---|---|---|---|
476
Take-Two Interactive
TTWO
$45B
| $4.07K | 0.01% |
+29
| New | +$4.07K |
|
477
Toll Brothers
TOL
$13.8B
| $4.07K | 0.01% |
55
-96
| -64% | -$7.1K |
|
478
Vanguard International High Dividend Yield ETF
VYMI
$11.9B
| $4.02K | 0.01% |
+65
| New | +$4.02K |
|
479
TotalEnergies
TTE
$136B
| $4.01K | 0.01% |
+61
| New | +$4.01K |
|
|
MTR
480
Mesa Royalty Trust
MTR
$10.4M
| $4K | 0.01% |
263
| – | – |
|
481
Immersion
IMMR
$222M
| $3.99K | 0.01% |
604
| – | – |
|
482
Tenable Holdings
TENB
$3.63B
| $3.99K | 0.01% |
+89
| New | +$3.99K |
|
|
AXNX
483
DELISTED
Axonics, Inc. Common Stock
AXNX
| $3.93K | 0.01% |
+70
| New | +$3.93K |
|
484
Newmont
NEM
$86.2B
| $3.92K | 0.01% |
106
| – | – |
|
485
International Seaways
INSW
$2.28B
| $3.92K | 0.01% |
+87
| New | +$3.92K |
|
486
Terex
TEX
$3.45B
| $3.86K | 0.01% |
+67
| New | +$3.86K |
|
487
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.79B
| $3.83K | 0.01% |
97
-1
| -1% | -$39 |
|
488
Vertiv
VRT
$52.2B
| $3.8K | 0.01% |
+102
| New | +$3.8K |
|
489
PayPal
PYPL
$62.7B
| $3.74K | 0.01% |
+64
| New | +$3.74K |
|
490
Linde
LIN
$222B
| $3.72K | 0.01% |
+10
| New | +$3.72K |
|
491
First Solar
FSLR
$21.9B
| $3.72K | 0.01% |
23
| – | – |
|
492
Omega Healthcare
OHI
$12.6B
| $3.7K | ﹤0.01% |
112
+3
| +3% | +$99 |
|
493
Tecnoglass
TGLS
$3.36B
| $3.69K | ﹤0.01% |
112
| – | – |
|
494
Roku
ROKU
$14B
| $3.67K | ﹤0.01% |
52
-146
| -74% | -$10.3K |
|
495
Allegro MicroSystems
ALGM
$5.65B
| $3.64K | ﹤0.01% |
114
-270
| -70% | -$8.63K |
|
496
Entergy
ETR
$39.5B
| $3.61K | ﹤0.01% |
+78
| New | +$3.61K |
|
497
Weave Communications
WEAV
$584M
| $3.52K | ﹤0.01% |
+432
| New | +$3.52K |
|
498
Walker & Dunlop
WD
$2.94B
| $3.51K | ﹤0.01% |
+47
| New | +$3.51K |
|
499
inTEST
INTT
$88.6M
| $3.35K | ﹤0.01% |
221
| – | – |
|
500
LKQ Corp
LKQ
$8.26B
| $3.34K | ﹤0.01% |
+67
| New | +$3.34K |
|