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
351
$3K ﹤0.01%
114
352
$3K ﹤0.01%
72
353
$3K ﹤0.01%
25
354
$3K ﹤0.01%
+110
355
$3K ﹤0.01%
38
356
$3K ﹤0.01%
29
357
$2K ﹤0.01%
+34
358
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50
359
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16
360
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+51
361
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+14
362
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29
+1
363
$2K ﹤0.01%
22
364
$2K ﹤0.01%
41
-860
365
$2K ﹤0.01%
520
366
$2K ﹤0.01%
53
-838
367
$2K ﹤0.01%
19
+10
368
$2K ﹤0.01%
125
-657
369
$2K ﹤0.01%
40
370
$2K ﹤0.01%
+62
371
$2K ﹤0.01%
118
372
$2K ﹤0.01%
110
373
$2K ﹤0.01%
250
374
$2K ﹤0.01%
11
375
$2K ﹤0.01%
15
13 14
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16 17