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
276
$8K 0.01%
375
-159
277
$8K 0.01%
135
278
$8K 0.01%
21
+18
279
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280
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281
$8K 0.01%
728
282
$8K 0.01%
+96
283
$8K 0.01%
485
284
$8K 0.01%
246
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$7K 0.01%
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286
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935
287
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42
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290
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250
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$7K 0.01%
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293
$6K 0.01%
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294
$6K 0.01%
127
+3
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$6K 0.01%
112
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$6K 0.01%
14
297
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298
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$6K 0.01%
95
-3
300
$6K 0.01%
226
10 11
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