MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
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
51
$159K 0.26%
1,491
-2,738
52
$155K 0.25%
+3,413
53
$154K 0.25%
10,320
+864
54
$141K 0.23%
1,053
-75
55
$138K 0.23%
1,646
-5,895
56
$136K 0.22%
5,621
-1,978
57
$133K 0.22%
1,658
+11
58
$127K 0.21%
1,486
-175
59
$124K 0.2%
2,365
+1
60
$122K 0.2%
1,881
61
$122K 0.2%
850
+204
62
$119K 0.19%
5,218
+558
63
$119K 0.19%
821
-9
64
$119K 0.19%
1,934
-19,708
65
$115K 0.19%
681
66
$110K 0.18%
5,303
-70,475
67
$95K 0.16%
547
68
$90K 0.15%
639
+301
69
$89K 0.15%
840
70
$89K 0.15%
2,600
71
$81K 0.13%
4,350
72
$76K 0.12%
2,364
73
$74K 0.12%
782
+91
74
$74K 0.12%
701
+129
75
$73K 0.12%
1,146
+183
1 2
3
4 5