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
326
$4K 0.01%
104
+62
327
$4K 0.01%
89
+1
328
$4K 0.01%
57
+1
329
$4K 0.01%
+91
330
$4K 0.01%
66
+1
331
$3K 0.01%
97
332
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+100
333
$3K 0.01%
151
334
$3K 0.01%
83
+1
335
$3K 0.01%
62
336
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+39
337
$3K 0.01%
+83
338
$3K 0.01%
95
339
$3K 0.01%
103
340
$3K 0.01%
94
+2
341
$3K 0.01%
46
342
$3K 0.01%
30
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343
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23
344
$3K 0.01%
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345
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27
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347
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348
$3K 0.01%
100
+2
349
$3K 0.01%
400
350
$3K 0.01%
+39
12 13
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