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
201
$12K 0.02%
544
202
$12K 0.02%
+60
203
$12K 0.02%
+97
204
$12K 0.02%
628
-9
205
$12K 0.02%
+272
206
$12K 0.02%
+482
207
$12K 0.02%
+159
208
$12K 0.02%
204
+15
209
$12K 0.02%
+1,200
210
$12K 0.02%
277
+72
211
$12K 0.02%
79
+8
212
$12K 0.02%
165
+25
213
$12K 0.02%
237
+8
214
$12K 0.02%
211
-55
215
$12K 0.02%
+459
216
$12K 0.02%
31
-4
217
$12K 0.02%
+48
218
$12K 0.02%
432
+66
219
$12K 0.02%
+352
220
$12K 0.02%
+1,247
221
$12K 0.02%
+480
222
$11K 0.02%
118
+2
223
$11K 0.02%
+869
224
$11K 0.02%
405
-77
225
$11K 0.02%
+97
7 8
9
10 11