MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
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
+$1.84M
2
+$1.41M
3
+$732K
4
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$671K
5
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$265K

Top Sells

1
+$1.63M
2
+$1.46M
3
+$1.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$645K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$494K

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%
331
227
$11K 0.02%
+1,466
228
$11K 0.02%
+168
229
$11K 0.02%
+96
230
$11K 0.02%
+291
231
$11K 0.02%
124
232
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233
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222
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234
$11K 0.02%
+195
235
$11K 0.02%
397
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236
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237
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217
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238
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239
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240
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241
$11K 0.02%
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242
$11K 0.02%
337
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243
$11K 0.02%
120
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244
$11K 0.02%
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245
$11K 0.02%
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246
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224
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247
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248
$11K 0.02%
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249
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250
$11K 0.02%
505
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