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 | |
|---|---|---|---|---|---|---|
576
S&P Global
SPGI
$165B
| $1.83K | ﹤0.01% |
+5
| New | +$1.83K |
|
577
Copart
CPRT
$46.9B
| $1.81K | ﹤0.01% |
+42
| New | +$1.81K |
|
578
General Dynamics
GD
$86.9B
| $1.77K | ﹤0.01% |
+8
| New | +$1.77K |
|
579
ARK Genomic Revolution ETF
ARKG
$1.01B
| $1.76K | ﹤0.01% |
63
| – | – |
|
580
Northrop Grumman
NOC
$83B
| $1.76K | ﹤0.01% |
+4
| New | +$1.76K |
|
581
Simon Property Group
SPG
$58.5B
| $1.73K | ﹤0.01% |
+16
| New | +$1.73K |
|
582
General Mills
GIS
$26.7B
| $1.66K | ﹤0.01% |
+26
| New | +$1.66K |
|
583
T Stamp
IDAI
$8.26M
| $1.65K | ﹤0.01% |
67
| – | – |
|
584
Schwab Fundamental International Small Company Index ETF
FNDC
$3.01B
| $1.64K | ﹤0.01% |
+51
| New | +$1.64K |
|
585
Gaming and Leisure Properties
GLPI
$13.6B
| $1.64K | ﹤0.01% |
+36
| New | +$1.64K |
|
586
Altria Group
MO
$111B
| $1.64K | ﹤0.01% |
+39
| New | +$1.64K |
|
587
iShares TIPS Bond ETF
TIP
$14B
| $1.63K | ﹤0.01% |
16
-1
| -6% | -$102 |
|
588
Vanguard Total International Bond ETF
BNDX
$68.5B
| $1.63K | ﹤0.01% |
34
| – | – |
|
589
Macy's
M
$4.56B
| $1.63K | ﹤0.01% |
+140
| New | +$1.63K |
|
590
Pentair
PNR
$17.9B
| $1.62K | ﹤0.01% |
+25
| New | +$1.62K |
|
591
iShares Global Clean Energy ETF
ICLN
$1.58B
| $1.61K | ﹤0.01% |
110
| – | – |
|
592
Genmab
GMAB
$17B
| $1.59K | ﹤0.01% |
+45
| New | +$1.59K |
|
593
McDonald's
MCD
$218B
| $1.58K | ﹤0.01% |
6
-31
| -84% | -$8.17K |
|
594
Allegion
ALLE
$14.6B
| $1.56K | ﹤0.01% |
+15
| New | +$1.56K |
|
595
Trade Desk
TTD
$22.6B
| $1.56K | ﹤0.01% |
20
-20
| -50% | -$1.56K |
|
596
MSCI
MSCI
$43.6B
| $1.54K | ﹤0.01% |
+3
| New | +$1.54K |
|
597
EPAM Systems
EPAM
$8.53B
| $1.54K | ﹤0.01% |
+6
| New | +$1.54K |
|
598
Kimco Realty
KIM
$15.1B
| $1.53K | ﹤0.01% |
+87
| New | +$1.53K |
|
599
STMicroelectronics
STM
$23B
| $1.51K | ﹤0.01% |
+35
| New | +$1.51K |
|
600
FerroAtlántica
GSM
$778M
| $1.5K | ﹤0.01% |
+288
| New | +$1.5K |
|