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
$260M
AUM Growth
+$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$856K
2
+$806K
3
+$772K
4
VTV icon
Vanguard Value ETF
VTV
+$620K
5
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$424K

Top Sells

1
+$819K
2
+$513K
3
+$290K
4
T icon
AT&T
T
+$264K
5
FHN icon
First Horizon
FHN
+$256K

Sector Composition

1 Technology 13.77%
2 Financials 9.56%
3 Healthcare 8.89%
4 Consumer Discretionary 8.25%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33.5K 0.01%
2,060
227
$33.4K 0.01%
2,044
228
$33.3K 0.01%
605
229
$33.2K 0.01%
300
230
$27K 0.01%
93
-5
231
$24.8K 0.01%
275
232
$23.8K 0.01%
315
-111
233
$20K 0.01%
225
234
$18.8K 0.01%
145
235
$18.5K 0.01%
455
-50
236
$17.8K 0.01%
100
237
$17.3K 0.01%
107
238
$17K 0.01%
195
239
$16.2K 0.01%
192
240
$15.2K 0.01%
115
241
$14.9K 0.01%
+649
242
$14.3K 0.01%
23
+1
243
$14.1K 0.01%
+10,637
244
$10.7K ﹤0.01%
260
-60
245
$10.7K ﹤0.01%
100
246
$10.5K ﹤0.01%
305
247
$10.3K ﹤0.01%
98
248
$9.78K ﹤0.01%
90
249
$9.04K ﹤0.01%
750
250
$8.1K ﹤0.01%
82
8 9
10
11 12