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MIM

Macroview Investment Management Portfolio holdings

AUM $143M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
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
401
$1K ﹤0.01%
37
+9
402
$1K ﹤0.01%
24
403
$1K ﹤0.01%
24
404
$1K ﹤0.01%
25
405
$1K ﹤0.01%
28
406
$1K ﹤0.01%
3
407
$1K ﹤0.01%
33
408
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8
409
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100
410
$1K ﹤0.01%
26
411
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20
412
$1K ﹤0.01%
+36
413
$1K ﹤0.01%
361
414
$1K ﹤0.01%
25
415
$1K ﹤0.01%
+9
416
$1K ﹤0.01%
2
417
$1K ﹤0.01%
69
-223
418
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36
419
$1K ﹤0.01%
5
+1
420
$1K ﹤0.01%
34
+28
421
$1K ﹤0.01%
13
422
$1K ﹤0.01%
5
423
$1K ﹤0.01%
16
424
$1K ﹤0.01%
2
425
$1K ﹤0.01%
76
15 16
17
18 19