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
251
$11K 0.02%
+272
252
$11K 0.02%
+177
253
$11K 0.02%
+810
254
$11K 0.02%
207
-4
255
$11K 0.02%
+158
256
$10K 0.02%
2,000
257
$10K 0.02%
+25
258
$10K 0.02%
284
+6
259
$10K 0.02%
+1,200
260
$10K 0.02%
104
-138
261
$10K 0.02%
204
262
$10K 0.02%
133
263
$10K 0.02%
99
264
$9K 0.01%
185
265
$9K 0.01%
118
+1
266
$9K 0.01%
20
+1
267
$9K 0.01%
176
268
$9K 0.01%
695
269
$9K 0.01%
23
+5
270
$9K 0.01%
703
271
$9K 0.01%
63
+62
272
$9K 0.01%
290
273
$9K 0.01%
49
+12
274
$8K 0.01%
117
275
$8K 0.01%
+261
9 10
11
12 13