MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60M
AUM Growth
-$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.49M
3
+$789K
4
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$721K
5
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$294K

Top Sells

1
+$1.77M
2
+$1.57M
3
+$1.38M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$703K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$537K

Sector Composition

1 Technology 3.42%
2 Industrials 1.73%
3 Consumer Discretionary 1.35%
4 Healthcare 0.86%
5 Energy 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K 0.02%
405
-77
227
$11K 0.02%
+97
228
$11K 0.02%
331
229
$11K 0.02%
+1,466
230
$11K 0.02%
118
+2
231
$11K 0.02%
+168
232
$11K 0.02%
+96
233
$11K 0.02%
+291
234
$11K 0.02%
124
235
$11K 0.02%
+427
236
$11K 0.02%
222
-2
237
$11K 0.02%
+195
238
$11K 0.02%
397
+31
239
$11K 0.02%
394
+1
240
$11K 0.02%
217
+1
241
$11K 0.02%
78
+51
242
$11K 0.02%
65
243
$11K 0.02%
544
-60
244
$11K 0.02%
+236
245
$11K 0.02%
337
+122
246
$11K 0.02%
120
-33
247
$11K 0.02%
+447
248
$11K 0.02%
234
249
$11K 0.02%
224
-58
250
$11K 0.02%
+113
8 9
10
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