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
$195M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$624K
2
+$500K
3
+$500K
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$477K
5
DVN icon
Devon Energy
DVN
+$350K

Top Sells

1
+$1.34M
2
+$1.03M
3
+$832K
4
UNH icon
UnitedHealth
UNH
+$491K
5
TSCO icon
Tractor Supply
TSCO
+$337K

Sector Composition

1 Technology 12.4%
2 Healthcare 9.97%
3 Energy 8.95%
4 Financials 8.04%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28.2K 0.01%
75
+36
227
$27.6K 0.01%
605
228
$26.2K 0.01%
1,412
229
$25.1K 0.01%
670
+5
230
$23.2K 0.01%
685
231
$22.5K 0.01%
100
232
$22.1K 0.01%
200
233
$21.3K 0.01%
300
234
$20.1K 0.01%
301
235
$19.2K 0.01%
145
236
$16K 0.01%
210
237
$15.5K 0.01%
192
238
$14.3K 0.01%
107
239
$13.2K 0.01%
570
240
$12.7K 0.01%
320
241
$11.6K 0.01%
115
242
$11.4K 0.01%
540
243
$11.4K 0.01%
56
244
$8.56K ﹤0.01%
885
245
$8.42K ﹤0.01%
90
246
$8.29K ﹤0.01%
305
247
$7.4K ﹤0.01%
87
248
$7K ﹤0.01%
406
249
$6.91K ﹤0.01%
175
250
$6.07K ﹤0.01%
32
8 9
10
11 12