MIM

MTM Investment Management Portfolio holdings

AUM $315M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$563K
3
+$360K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$358K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$352K

Top Sells

1
+$711K
2
+$341K
3
+$281K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$268K
5
QCOM icon
Qualcomm
QCOM
+$246K

Sector Composition

1 Healthcare 10.87%
2 Technology 10.4%
3 Financials 9.49%
4 Energy 9.06%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27.2K 0.01%
605
227
$25.1K 0.01%
1,412
228
$24.5K 0.01%
+144
229
$23.7K 0.01%
665
230
$22.6K 0.01%
300
-90
231
$21.7K 0.01%
685
232
$21.3K 0.01%
200
233
$21.1K 0.01%
100
234
$18.5K 0.01%
+373
235
$18.1K 0.01%
145
236
$17.3K 0.01%
301
-4
237
$15.6K 0.01%
210
238
$14.9K 0.01%
192
-10
239
$14.5K 0.01%
107
-56
240
$13.7K 0.01%
39
241
$12.8K 0.01%
570
242
$12.5K 0.01%
320
243
$11.4K 0.01%
540
244
$11.3K 0.01%
115
245
$10.7K 0.01%
56
246
$9.27K ﹤0.01%
885
247
$8.22K ﹤0.01%
90
248
$7.69K ﹤0.01%
305
249
$6.88K ﹤0.01%
87
250
$6.79K ﹤0.01%
406
8 9
10
11 12