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
$176M
AUM Growth
-$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$401K
3
+$273K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$263K
5
ETN icon
Eaton
ETN
+$238K

Top Sells

1
+$367K
2
+$319K
3
+$263K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$212K
5
RTX icon
RTX Corp
RTX
+$208K

Sector Composition

1 Technology 11.51%
2 Healthcare 10.8%
3 Financials 9.47%
4 Energy 8.38%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.01%
665
+5
227
$21K 0.01%
200
228
$20K 0.01%
100
229
$20K 0.01%
163
230
$18K 0.01%
685
231
$18K 0.01%
305
232
$16K 0.01%
145
233
$14K 0.01%
210
234
$14K 0.01%
202
235
$13K 0.01%
39
236
$12K 0.01%
320
237
$12K 0.01%
570
238
$10K 0.01%
540
239
$10K 0.01%
56
240
$10K 0.01%
115
241
$9K 0.01%
885
-631
242
$7K ﹤0.01%
305
243
$7K ﹤0.01%
406
244
$7K ﹤0.01%
90
245
$6K ﹤0.01%
87
246
$5K ﹤0.01%
78
247
$5K ﹤0.01%
57
-16
248
$5K ﹤0.01%
82
249
$5K ﹤0.01%
32
250
$5K ﹤0.01%
71
8 9
10
11 12