MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
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
126
$22K 0.04%
731
127
$21K 0.03%
122
128
$21K 0.03%
800
129
$21K 0.03%
164
+16
130
$19K 0.03%
71
-24
131
$19K 0.03%
106
-52
132
$19K 0.03%
1,260
-520
133
$19K 0.03%
+278
134
$19K 0.03%
388
135
$18K 0.03%
1,512
+842
136
$18K 0.03%
800
137
$18K 0.03%
440
+53
138
$17K 0.03%
99
+3
139
$17K 0.03%
160
140
$17K 0.03%
455
+15
141
$16K 0.03%
205
+47
142
$16K 0.03%
165
143
$16K 0.03%
2,275
144
$15K 0.02%
+178
145
$15K 0.02%
245
146
$14K 0.02%
353
147
$14K 0.02%
+78
148
$14K 0.02%
398
+78
149
$14K 0.02%
+97
150
$14K 0.02%
605
+127
4 5
6
7 8