MIM

MTM Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.14M
3
+$688K
4
TSLA icon
Tesla
TSLA
+$675K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$629K

Top Sells

1
+$1.57M
2
+$1.1M
3
+$359K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$251K
5
ARLP icon
Alliance Resource Partners
ARLP
+$243K

Sector Composition

1 Technology 13.28%
2 Financials 10.22%
3 Healthcare 8.63%
4 Consumer Discretionary 8.11%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$138K 0.05%
+270
227
$133K 0.04%
+475
228
$133K 0.04%
+3,577
229
$130K 0.04%
+472
230
$130K 0.04%
+782
231
$129K 0.04%
3,200
232
$126K 0.04%
2,035
233
$126K 0.04%
+4,963
234
$123K 0.04%
+413
235
$123K 0.04%
+1,619
236
$122K 0.04%
+1,643
237
$122K 0.04%
+900
238
$121K 0.04%
+2,466
239
$121K 0.04%
+4,045
240
$120K 0.04%
2,450
241
$119K 0.04%
+900
242
$118K 0.04%
+1,025
243
$116K 0.04%
+264
244
$116K 0.04%
+892
245
$115K 0.04%
+163
246
$115K 0.04%
+2,211
247
$113K 0.04%
+874
248
$111K 0.04%
+786
249
$109K 0.04%
+500
250
$108K 0.04%
+1,584
8 9
10
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