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
$185M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.26M
3
+$1.1M
4
LOW icon
Lowe's Companies
LOW
+$471K
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$341K

Top Sells

1
+$970K
2
+$510K
3
+$354K
4
GRMN icon
Garmin
GRMN
+$327K
5
AWK icon
American Water Works
AWK
+$280K

Sector Composition

1 Technology 11.61%
2 Healthcare 10.71%
3 Financials 9.34%
4 Consumer Staples 8.18%
5 Energy 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28K 0.02%
390
227
$27K 0.01%
+120
228
$26K 0.01%
10,775
229
$23K 0.01%
200
-80
230
$23K 0.01%
144
231
$22K 0.01%
685
232
$21K 0.01%
100
233
$21K 0.01%
660
234
$21K 0.01%
163
235
$20K 0.01%
305
+4
236
$17K 0.01%
145
237
$15K 0.01%
1,516
238
$15K 0.01%
325
239
$15K 0.01%
+210
240
$15K 0.01%
202
+60
241
$14K 0.01%
570
242
$14K 0.01%
39
243
$13K 0.01%
320
244
$11K 0.01%
540
245
$11K 0.01%
600
246
$11K 0.01%
56
247
$10K 0.01%
115
248
$9K ﹤0.01%
370
249
$8K ﹤0.01%
305
250
$8K ﹤0.01%
90
8 9
10
11 12