MIM

MTM Investment Management Portfolio holdings

AUM $298M
1-Year Est. Return 19.56%
This Quarter Est. Return
1 Year Est. Return
+19.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$832K
3
+$609K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$501K
5
ADM icon
Archer Daniels Midland
ADM
+$478K

Top Sells

1
+$1.05M
2
+$550K
3
+$379K
4
AAPL icon
Apple
AAPL
+$356K
5
TJX icon
TJX Companies
TJX
+$213K

Sector Composition

1 Technology 12.79%
2 Financials 10.29%
3 Consumer Discretionary 8.92%
4 Healthcare 8.16%
5 Consumer Staples 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56K 0.03%
676
227
$56K 0.03%
2,176
228
$55K 0.03%
450
229
$55K 0.03%
3,105
230
$50K 0.02%
196
231
$49K 0.02%
+921
232
$42K 0.02%
+1,200
233
$36K 0.02%
280
+80
234
$34K 0.02%
390
235
$34K 0.02%
126
236
$33K 0.02%
394
237
$33K 0.02%
819
238
$32K 0.02%
2,690
239
$31K 0.01%
301
240
$30K 0.01%
+685
241
$29K 0.01%
955
242
$28K 0.01%
144
243
$27K 0.01%
478
+6
244
$26K 0.01%
100
245
$26K 0.01%
660
+5
246
$25K 0.01%
163
247
$22K 0.01%
415
248
$20K 0.01%
230
249
$20K 0.01%
145
250
$20K 0.01%
373
8 9
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