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
101
$38K 0.06%
347
+1
102
$38K 0.06%
739
-1,775
103
$37K 0.06%
2,080
-379
104
$35K 0.06%
262
+1
105
$35K 0.06%
1,446
+8
106
$32K 0.05%
1,324
107
$32K 0.05%
820
108
$31K 0.05%
670
+3
109
$31K 0.05%
382
110
$30K 0.05%
227
-50
111
$30K 0.05%
224
+10
112
$29K 0.05%
321
-3,914
113
$28K 0.05%
805
114
$27K 0.04%
562
115
$27K 0.04%
920
+17
116
$27K 0.04%
652
+376
117
$26K 0.04%
319
+29
118
$25K 0.04%
183
+1
119
$25K 0.04%
1,400
120
$24K 0.04%
274
-50
121
$24K 0.04%
642
+13
122
$24K 0.04%
+1,280
123
$24K 0.04%
465
+1
124
$23K 0.04%
226
-16
125
$22K 0.04%
375
3 4
5
6 7