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
76
$73K 0.12%
333
+1
77
$70K 0.11%
397
78
$70K 0.11%
384
79
$70K 0.11%
1,327
80
$69K 0.11%
473
+2
81
$68K 0.11%
1,592
+1
82
$67K 0.11%
757
+113
83
$66K 0.11%
1,391
84
$65K 0.11%
515
85
$60K 0.1%
390
+4
86
$60K 0.1%
2,645
-119
87
$60K 0.1%
1,153
-344
88
$59K 0.1%
3,243
89
$54K 0.09%
597
+106
90
$52K 0.08%
383
-2
91
$52K 0.08%
675
92
$50K 0.08%
1,255
-92
93
$46K 0.08%
2,214
+117
94
$45K 0.07%
1,401
-466
95
$44K 0.07%
966
96
$43K 0.07%
398
97
$42K 0.07%
838
+1
98
$40K 0.07%
313
99
$40K 0.07%
294
-4
100
$39K 0.06%
2,250
2 3
4
5 6