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MIM

MTM Investment Management Portfolio holdings

AUM $316M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
+1.26%
1 Year Est. Return
+19.47%
3 Year Est. Return
+71.67%
5 Year Est. Return
+90.13%
10 Year Est. Return
–
AUM
$316M
AUM Growth
+$2.36M
Cap. Flow
+$3.59M
Cap. Flow %
1.14%
Top 10 Hldgs %
27.48%
Holding
722
New
12
Increased
115
Reduced
62
Closed
13

Top Buys

1
GDDY icon
GoDaddy
GDDY
+$672K
2
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$546K
3
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$509K
4
WFC icon
Wells Fargo
WFC
+$433K
5
LAMR icon
Lamar Advertising Co
LAMR
+$414K

Top Sells

1
CCI icon
Crown Castle
CCI
+$322K
2
PAYX icon
Paychex
PAYX
+$295K
3
MSTR icon
Strategy Inc
MSTR
+$287K
4
B
Barrick Mining
B
+$116K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$89.1K

Sector Composition

1 Technology 10.66%
2 Financials 9.84%
3 Healthcare 8.95%
4 Energy 8.65%
5 Consumer Discretionary 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRMN
251
Garmin
GRMN
$48.4B
$111K 0.04%
480
– –
CQP icon
252
Cheniere Energy
CQP
$30.4B
$110K 0.03%
1,700
– –
IYW icon
253
iShares US Technology ETF
IYW
$24.4B
$109K 0.03%
600
– –
LMBS icon
254
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.36B
$108K 0.03%
2,173
– –
SYY icon
255
Sysco
SYY
$39.3B
$108K 0.03%
1,517
-102
-6% -$8.43K
CMI icon
256
Cummins
CMI
$89.4B
$108K 0.03%
200
– –
PROF
257
Profound Medical
PROF
$246M
$105K 0.03%
16,275
-600
-4% -$4.14K
BX icon
258
Blackstone
BX
$158B
$105K 0.03%
909
– –
TEL icon
259
TE Connectivity
TEL
$59.1B
$105K 0.03%
500
– –
IWM icon
260
iShares Russell 2000 ETF
IWM
$82.6B
$101K 0.03%
409
– –
NVS icon
261
Novartis
NVS
$291B
$101K 0.03%
662
+5
+0.8% +$766
ETHA
262
iShares Ethereum Trust ETF
ETHA
$5.17B
$101K 0.03%
6,377
-13
-0.2% -$235
IYH icon
263
iShares US Healthcare ETF
IYH
$3.22B
$100K 0.03%
1,625
– –
RWR icon
264
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
$97.9K 0.03%
970
– –
CAH icon
265
Cardinal Health
CAH
$53.6B
$95.1K 0.03%
450
– –
ACWI icon
266
iShares MSCI ACWI ETF
ACWI
$33.1B
$93.4K 0.03%
675
– –
IR icon
267
Ingersoll Rand
IR
$33.2B
$92.6K 0.03%
1,156
– –
DOCT
268
FT Vest US Equity Deep Buffer ETF October
DOCT
$383M
$92.1K 0.03%
2,120
– –
T icon
269
AT&T
T
$153B
$90.6K 0.03%
3,125
+200
+7% +$5.34K
DFEM icon
270
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.91B
$89K 0.03%
2,577
– –
ORLY icon
271
O'Reilly Automotive
ORLY
$71.5B
$88.4K 0.03%
958
– –
FV icon
272
First Trust Dorsey Wright Focus 5 ETF
FV
$3.65B
$84.9K 0.03%
1,405
– –
MA icon
273
Mastercard
MA
$487B
$83.4K 0.03%
167
– –
FVC icon
274
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$105M
$83.2K 0.03%
2,388
– –
CMCSA icon
275
Comcast
CMCSA
$86.1B
$83.1K 0.03%
2,894
+127
+5% +$3.8K
9 10
11
12 13

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