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
$244M
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$511K
2
+$441K
3
+$323K
4
GEV icon
GE Vernova
GEV
+$280K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$272K

Top Sells

1
+$350K
2
+$330K
3
+$265K
4
KO icon
Coca-Cola
KO
+$254K
5
SLV icon
iShares Silver Trust
SLV
+$233K

Sector Composition

1 Technology 13.5%
2 Healthcare 11.15%
3 Financials 8.44%
4 Energy 7.94%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.8K 0.01%
100
227
$29K 0.01%
425
+1
228
$28.8K 0.01%
301
-15
229
$28.4K 0.01%
300
230
$25.1K 0.01%
94
231
$22.9K 0.01%
275
232
$20.3K 0.01%
145
233
$19.4K 0.01%
505
-690
234
$18.8K 0.01%
225
235
$17.1K 0.01%
100
236
$17K 0.01%
192
-15
237
$16.6K 0.01%
750
238
$16.1K 0.01%
107
239
$15.3K 0.01%
195
-15
240
$14K 0.01%
115
-47
241
$13K 0.01%
320
242
$12.4K 0.01%
570
243
$10.7K ﹤0.01%
100
-18
244
$10.1K ﹤0.01%
98
245
$9.37K ﹤0.01%
305
246
$8.75K ﹤0.01%
90
247
$7.99K ﹤0.01%
406
248
$7.87K ﹤0.01%
82
249
$7.61K ﹤0.01%
87
250
$7.2K ﹤0.01%
70
8 9
10
11 12