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 | |
|---|---|---|---|---|---|---|
601
International Paper
IP
$24.8B
| $1.49K | ﹤0.01% |
42
| – | – |
|
602
Danaher
DHR
$140B
| $1.49K | ﹤0.01% |
+7
| New | +$1.49K |
|
|
ANSS
603
DELISTED
Ansys
ANSS
| $1.49K | ﹤0.01% |
+5
| New | +$1.49K |
|
|
WRK
604
DELISTED
WestRock Company
WRK
| $1.47K | ﹤0.01% |
+41
| New | +$1.47K |
|
605
Zions Bancorporation
ZION
$8.52B
| $1.47K | ﹤0.01% |
+42
| New | +$1.47K |
|
606
CF Industries
CF
$13.9B
| $1.46K | ﹤0.01% |
+17
| New | +$1.46K |
|
607
Vanguard Small-Cap Value ETF
VBR
$31.5B
| $1.44K | ﹤0.01% |
9
| – | – |
|
608
Unilever
UL
$154B
| $1.43K | ﹤0.01% |
+29
| New | +$1.43K |
|
609
Tractor Supply
TSCO
$31B
| $1.42K | ﹤0.01% |
+35
| New | +$1.42K |
|
610
HDFC Bank
HDB
$181B
| $1.42K | ﹤0.01% |
+24
| New | +$1.42K |
|
611
Vanguard Health Care ETF
VHT
$15.6B
| $1.41K | ﹤0.01% |
+6
| New | +$1.41K |
|
612
Zoetis
ZTS
$66.4B
| $1.39K | ﹤0.01% |
+8
| New | +$1.39K |
|
613
Seagate
STX
$40.5B
| $1.39K | ﹤0.01% |
+21
| New | +$1.39K |
|
614
Celanese
CE
$4.89B
| $1.38K | ﹤0.01% |
+11
| New | +$1.38K |
|
615
Butterfly Network
BFLY
$383M
| $1.38K | ﹤0.01% |
1,169
| – | – |
|
616
Nice
NICE
$8.85B
| $1.36K | ﹤0.01% |
+8
| New | +$1.36K |
|
617
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
| $1.36K | ﹤0.01% |
+31
| New | +$1.36K |
|
618
Ross Stores
ROST
$48.7B
| $1.36K | ﹤0.01% |
+12
| New | +$1.36K |
|
619
TC Energy
TRP
$53.9B
| $1.34K | ﹤0.01% |
+39
| New | +$1.34K |
|
620
Halliburton
HAL
$19B
| $1.34K | ﹤0.01% |
33
-331
| -91% | -$13.4K |
|
621
Molson Coors Class B
TAP
$9.65B
| $1.34K | ﹤0.01% |
21
-165
| -89% | -$10.5K |
|
622
Global X FinTech ETF
FINX
$300M
| $1.33K | ﹤0.01% |
66
-127
| -66% | -$2.56K |
|
623
Live Nation Entertainment
LYV
$39.6B
| $1.33K | ﹤0.01% |
+16
| New | +$1.33K |
|
624
Teradyne
TER
$18.5B
| $1.31K | ﹤0.01% |
+13
| New | +$1.31K |
|
625
Trinity Industries
TRN
$2.28B
| $1.29K | ﹤0.01% |
+53
| New | +$1.29K |
|