MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Return 16.19%
This Quarter Return
+8.98%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$67M
AUM Growth
+$9M
Cap. Flow
+$4.38M
Cap. Flow %
6.54%
Top 10 Hldgs %
53.45%
Holding
403
New
81
Increased
95
Reduced
41
Closed
47
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PPL icon
176
PPL Corp
PPL
$26.6B
$6K 0.01%
226
SGDJ icon
177
Sprott Junior Gold Miners ETF
SGDJ
$225M
$6K 0.01%
114
SIZE icon
178
iShares MSCI USA Size Factor ETF
SIZE
$367M
$6K 0.01%
54
VDE icon
179
Vanguard Energy ETF
VDE
$7.2B
$6K 0.01%
123
+1
+0.8% +$49
CAT icon
180
Caterpillar
CAT
$198B
$5K 0.01%
30
GURU icon
181
Global X Guru Index ETF
GURU
$54.7M
$5K 0.01%
+120
New +$5K
ICF icon
182
iShares Select U.S. REIT ETF
ICF
$1.92B
$5K 0.01%
86
LMT icon
183
Lockheed Martin
LMT
$108B
$5K 0.01%
14
NGG icon
184
National Grid
NGG
$69.6B
$5K 0.01%
99
NMRK icon
185
Newmark Group
NMRK
$3.28B
$5K 0.01%
+700
New +$5K
OR icon
186
OR Royalties Inc.
OR
$6.48B
$5K 0.01%
400
SHOP icon
187
Shopify
SHOP
$191B
$5K 0.01%
40
+30
+300% +$3.75K
T icon
188
AT&T
T
$212B
$5K 0.01%
212
UBSI icon
189
United Bankshares
UBSI
$5.42B
$5K 0.01%
149
VTRS icon
190
Viatris
VTRS
$12.2B
$5K 0.01%
+254
New +$5K
CTHR
191
DELISTED
Charles & Colvard Ltd
CTHR
$5K 0.01%
+400
New +$5K
ACI icon
192
Albertsons Companies
ACI
$10.7B
$4K 0.01%
+222
New +$4K
ADM icon
193
Archer Daniels Midland
ADM
$30.2B
$4K 0.01%
89
AEIS icon
194
Advanced Energy
AEIS
$5.8B
$4K 0.01%
38
-6
-14% -$632
AMAT icon
195
Applied Materials
AMAT
$130B
$4K 0.01%
+42
New +$4K
AMD icon
196
Advanced Micro Devices
AMD
$245B
$4K 0.01%
+39
New +$4K
AOK icon
197
iShares Core Conservative Allocation ETF
AOK
$634M
$4K 0.01%
105
AOM icon
198
iShares Core Moderate Allocation ETF
AOM
$1.59B
$4K 0.01%
92
BC icon
199
Brunswick
BC
$4.35B
$4K 0.01%
47
-5
-10% -$426
BJ icon
200
BJs Wholesale Club
BJ
$12.8B
$4K 0.01%
99
+25
+34% +$1.01K