MIM

MTM Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$933K
2
+$463K
3
+$425K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$413K
5
HON icon
Honeywell
HON
+$368K

Top Sells

1
+$757K
2
+$756K
3
+$740K
4
LOW icon
Lowe's Companies
LOW
+$731K
5
DOW icon
Dow Inc
DOW
+$553K

Sector Composition

1 Technology 12.11%
2 Financials 10.57%
3 Healthcare 8.25%
4 Consumer Discretionary 8.19%
5 Consumer Staples 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
415
227
$20K 0.01%
230
228
$20K 0.01%
+373
229
$18K 0.01%
1,015
230
$18K 0.01%
145
231
$18K 0.01%
570
232
$17K 0.01%
239
233
$17K 0.01%
532
234
$16K 0.01%
+325
235
$15K 0.01%
540
236
$15K 0.01%
320
237
$15K 0.01%
648
238
$14K 0.01%
600
239
$12K 0.01%
56
240
$11K 0.01%
370
241
$11K 0.01%
100
242
$11K 0.01%
284
243
$11K 0.01%
115
244
$10K 0.01%
300
245
$9K ﹤0.01%
305
246
$9K ﹤0.01%
90
247
$8K ﹤0.01%
202
248
$7K ﹤0.01%
34
249
$7K ﹤0.01%
+82
250
$7K ﹤0.01%
+87
8 9
10
11 12