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
26
$671K 1.12%
+7,892
27
$627K 1.04%
8,968
+31
28
$623K 1.04%
6,543
-139
29
$531K 0.88%
12,594
-3,425
30
$508K 0.85%
8,137
-10,327
31
$496K 0.83%
12,323
+3,625
32
$489K 0.81%
15,121
-4,804
33
$457K 0.76%
19,279
+3,210
34
$452K 0.75%
4,895
+385
35
$449K 0.75%
27,234
+10,132
36
$446K 0.74%
17,344
-3,168
37
$436K 0.73%
16,950
+5,066
38
$420K 0.7%
20,657
+6,465
39
$397K 0.66%
1,051
-433
40
$341K 0.57%
1,597
41
$303K 0.5%
19,290
+114
42
$298K 0.5%
1,326
+3
43
$262K 0.44%
7,545
+475
44
$244K 0.41%
4,330
45
$240K 0.4%
5,418
-67
46
$206K 0.34%
6,250
-4,244
47
$184K 0.31%
675
48
$175K 0.29%
2,197
49
$174K 0.29%
1,909
+88
50
$172K 0.29%
43
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