MIM
MTM Investment Management Portfolio holdings
AUM
$298M
This Quarter Return
-2.9%
1 Year Return
+19.56%
3 Year Return
+68.88%
5 Year Return
–
10 Year Return
–
AUM
$198M
AUM Growth
+$198M
(-3.3%)
Cap. Flow
+$616K
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
29.36%
Holding
266
New
4
Increased
79
Reduced
40
Closed
14
Top Buys
Top Sells
| 1 |
CubeSmart
CUBE
|
$1.41M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$789K |
| 3 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$462K |
| 4 |
Akamai
AKAM
|
$373K |
| 5 |
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% |
