MIM

MTM Investment Management Portfolio holdings

AUM $316M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.34M
3
+$625K
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$623K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$479K

Top Sells

1
+$1.88M
2
+$247K
3
+$242K
4
HD icon
Home Depot
HD
+$184K
5
MSFT icon
Microsoft
MSFT
+$178K

Sector Composition

1 Technology 12.72%
2 Financials 10.35%
3 Consumer Discretionary 8.89%
4 Healthcare 8.28%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$148K 0.05%
1,545
227
$147K 0.05%
1,045
228
$144K 0.05%
1,611
+2
229
$144K 0.05%
12,131
+2
230
$143K 0.05%
1,866
231
$143K 0.05%
903
+3
232
$143K 0.05%
549
233
$141K 0.04%
475
234
$135K 0.04%
3,200
235
$133K 0.04%
1,619
236
$133K 0.04%
2,035
237
$132K 0.04%
270
238
$130K 0.04%
163
239
$128K 0.04%
1,584
240
$128K 0.04%
472
241
$127K 0.04%
900
242
$127K 0.04%
2,450
243
$127K 0.04%
4,045
244
$126K 0.04%
790
+4
245
$124K 0.04%
1,479
-50
246
$121K 0.04%
893
+1
247
$120K 0.04%
251
248
$119K 0.04%
3,642
+9
249
$118K 0.04%
480
250
$118K 0.04%
600
8 9
10
11 12