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
$257M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$925K
2
+$896K
3
+$838K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$317K
5
PH icon
Parker-Hannifin
PH
+$238K

Top Sells

1
+$1M
2
+$806K
3
+$676K
4
BLK icon
Blackrock
BLK
+$617K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$575K

Sector Composition

1 Technology 12.98%
2 Healthcare 9.75%
3 Financials 8.29%
4 Consumer Discretionary 8.26%
5 Energy 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43K 0.02%
1,100
227
$37.6K 0.01%
270
228
$36.2K 0.01%
2,060
229
$35.4K 0.01%
2,044
230
$34.6K 0.01%
426
+1
231
$34.6K 0.01%
678
+1
232
$33.1K 0.01%
605
233
$31.4K 0.01%
100
234
$31.4K 0.01%
300
235
$31.1K 0.01%
301
236
$27.7K 0.01%
98
+4
237
$24.3K 0.01%
275
238
$22K 0.01%
505
239
$21.6K 0.01%
145
240
$21.4K 0.01%
225
241
$18.3K 0.01%
192
242
$17.9K 0.01%
100
243
$17.9K 0.01%
107
244
$16.7K 0.01%
195
245
$15.6K 0.01%
115
246
$13.4K 0.01%
320
247
$12.9K 0.01%
+22
248
$10.9K ﹤0.01%
100
249
$10.7K ﹤0.01%
98
250
$9.66K ﹤0.01%
305
8 9
10
11 12