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MFGL
MTM FINANCIAL GROUP, LLC Portfolio holdings
AUM
$213M
1-Year Est. Return
10.14%
This Fund
S&P 500
1 Year Est. Return
+10.14%
AUM
$137M
AUM Growth
+$16.9M
(+14%)
Holding
56
Top Buys
| 1 | +$4.56M | |
| 2 | +$2.93M | |
| 3 | +$2.09M | |
| 4 |
Innovator Premium Income 30 Barrier ETF October
OCTJ
|
+$1.25M |
| 5 |
OCTQ
Innovator Premium Income 40 Barrier ETF October
OCTQ
|
+$481K |
Top Sells
| 1 | +$1.28M | |
| 2 | +$664K | |
| 3 | +$373K | |
| 4 |
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$343K |
| 5 |
Innovator Laddered Allocation Power Buffer ETF
BUFF
|
+$179K |
Sector Composition
| 1 | Financials | 1.39% |
| 2 | Healthcare | 0.94% |
| 3 | Technology | 0.77% |
| 4 | Utilities | 0.67% |
| 5 | Consumer Staples | 0.62% |