MIM
MTM Investment Management Portfolio holdings
AUM
$298M
1-Year Return
19.56%
This Quarter Return
+2.19%
1 Year Return
+19.56%
3 Year Return
+68.88%
5 Year Return
–
10 Year Return
–
AUM
$244M
AUM Growth
+$1.61M
(+0.67%)
Cap. Flow
-$1.47M
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
30.02%
Holding
293
New
6
Increased
65
Reduced
76
Closed
28
Top Buys
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$511K |
| 2 |
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
|
$441K |
| 3 |
Paycom
PAYC
|
$323K |
| 4 |
GE Vernova
GEV
|
$280K |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$272K |
Top Sells
| 1 |
First Trust Small Cap Core AlphaDEX Fund
FYX
|
$350K |
| 2 |
La-Z-Boy
LZB
|
$330K |
| 3 |
GE Aerospace
GE
|
$265K |
| 4 |
Coca-Cola
KO
|
$254K |
| 5 |
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% |
