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MFGL

MTM FINANCIAL GROUP, LLC Portfolio holdings

AUM $213M
1-Year Est. Return 10.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.65%
2 Healthcare 1.25%
3 Technology 0.76%
4 Consumer Staples 0.71%
5 Utilities 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$212K 0.18%
10,413
52
$167K 0.14%
16,794
-19,880
53
-13,326