MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
+$1.93M
2
+$1.49M
3
+$789K
4
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$721K
5
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$294K

Top Sells

1
+$1.77M
2
+$1.57M
3
+$1.38M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$703K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$537K

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%
628
-9
204
$12K 0.02%
+272
205
$12K 0.02%
+482
206
$12K 0.02%
+159
207
$12K 0.02%
204
+15
208
$12K 0.02%
+1,200
209
$12K 0.02%
277
+72
210
$12K 0.02%
79
+8
211
$12K 0.02%
165
+25
212
$12K 0.02%
237
+8
213
$12K 0.02%
211
-55
214
$12K 0.02%
+459
215
$12K 0.02%
31
-4
216
$12K 0.02%
+48
217
$12K 0.02%
432
+66
218
$12K 0.02%
+352
219
$12K 0.02%
+1,247
220
$12K 0.02%
+480
221
$12K 0.02%
+238
222
$11K 0.02%
+810
223
$11K 0.02%
207
-4
224
$11K 0.02%
+158
225
$11K 0.02%
+869
7 8
9
10 11