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
$198M
AUM Growth
-$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$656K
3
+$371K
4
DE icon
Deere & Co
DE
+$347K
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$217K

Top Sells

1
+$1.41M
2
+$789K
3
+$462K
4
AKAM icon
Akamai
AKAM
+$373K
5
HSY icon
Hershey
HSY
+$317K

Sector Composition

1 Technology 12.31%
2 Healthcare 11.16%
3 Energy 9.18%
4 Consumer Discretionary 7.85%
5 Financials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.2K 0.01%
210
227
$15.1K 0.01%
192
228
$14K 0.01%
107
229
$12.6K 0.01%
320
230
$12.1K 0.01%
570
231
$11.7K 0.01%
115
232
$11.3K 0.01%
540
233
$8.57K ﹤0.01%
305
234
$8.03K ﹤0.01%
90
235
$7.2K ﹤0.01%
406
236
$6.83K ﹤0.01%
87
237
$6.64K ﹤0.01%
175
238
$6.43K ﹤0.01%
85
239
$6.05K ﹤0.01%
32
240
$5.31K ﹤0.01%
82
241
$5.15K ﹤0.01%
57
242
$4.93K ﹤0.01%
165
243
$4.45K ﹤0.01%
50
-1,076
244
$4.03K ﹤0.01%
25
245
$3.91K ﹤0.01%
52
246
$2.98K ﹤0.01%
40
247
$2.85K ﹤0.01%
30
248
$1.59K ﹤0.01%
68
249
$1.48K ﹤0.01%
10
250
$1.45K ﹤0.01%
20
7 8 9
10
11