MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
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
151
$14K 0.02%
+78
152
$14K 0.02%
398
+78
153
$14K 0.02%
225
+1
154
$14K 0.02%
159
+133
155
$14K 0.02%
55
156
$14K 0.02%
+712
157
$14K 0.02%
+648
158
$14K 0.02%
+101
159
$14K 0.02%
+437
160
$14K 0.02%
+97
161
$14K 0.02%
605
+127
162
$14K 0.02%
+407
163
$14K 0.02%
+192
164
$14K 0.02%
+441
165
$13K 0.02%
+408
166
$13K 0.02%
91
+9
167
$13K 0.02%
+61
168
$13K 0.02%
+115
169
$13K 0.02%
609
-44
170
$13K 0.02%
+178
171
$13K 0.02%
+134
172
$13K 0.02%
540
+6
173
$13K 0.02%
+1,488
174
$13K 0.02%
+404
175
$13K 0.02%
+80
5 6
7
8 9