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
176
$13K 0.02%
+178
177
$13K 0.02%
+134
178
$13K 0.02%
262
+16
179
$13K 0.02%
88
+4
180
$13K 0.02%
+252
181
$13K 0.02%
+102
182
$13K 0.02%
+791
183
$13K 0.02%
125
184
$13K 0.02%
+93
185
$13K 0.02%
+352
186
$13K 0.02%
+830
187
$13K 0.02%
130
+1
188
$13K 0.02%
228
+36
189
$13K 0.02%
263
+76
190
$13K 0.02%
84
+77
191
$13K 0.02%
398
192
$12K 0.02%
+238
193
$12K 0.02%
1,482
194
$12K 0.02%
+176
195
$12K 0.02%
240
196
$12K 0.02%
+269
197
$12K 0.02%
131
198
$12K 0.02%
153
199
$12K 0.02%
+323
200
$12K 0.02%
+559
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