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
$315M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Sells

1 +$1.63M
2 +$253K
3 +$242K
4
HD icon
Home Depot
HD
+$190K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Technology 12.72%
2 Financials 10.35%
3 Consumer Discretionary 8.89%
4 Healthcare 8.29%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMD icon
251
Advanced Micro Devices
AMD
$350B
$117K 0.04%
725
KMB icon
252
Kimberly-Clark
KMB
$35.5B
$116K 0.04%
930
+56
B
253
Barrick Mining
B
$69.2B
$115K 0.04%
+3,506
LIT icon
254
Global X Lithium & Battery Tech ETF
LIT
$1.4B
$114K 0.04%
2,000
TEL icon
255
TE Connectivity
TEL
$67.5B
$110K 0.03%
500
JBL icon
256
Jabil
JBL
$22.7B
$109K 0.03%
500
LMBS icon
257
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.66B
$108K 0.03%
2,173
BCI icon
258
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2B
$107K 0.03%
4,980
WSO icon
259
Watsco Inc
WSO
$13.8B
$107K 0.03%
264
FBIN icon
260
Fortune Brands Innovations
FBIN
$6.17B
$107K 0.03%
2,000
ENVA icon
261
Enova International
ENVA
$3.25B
$105K 0.03%
915
GIS icon
262
General Mills
GIS
$24.5B
$103K 0.03%
2,040
IR icon
263
Ingersoll Rand
IR
$31.3B
$102K 0.03%
1,232
MA icon
264
Mastercard
MA
$490B
$101K 0.03%
178
BUFR icon
265
FT Vest Fund of Buffer ETFs
BUFR
$8.11B
$100K 0.03%
3,000
TSCO icon
266
Tractor Supply
TSCO
$28.1B
$99.5K 0.03%
1,750
IWM icon
267
iShares Russell 2000 ETF
IWM
$71.1B
$99K 0.03%
409
PSL icon
268
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$84.6M
$98.8K 0.03%
899
-430
RWR icon
269
State Street SPDR Dow Jones REIT ETF
RWR
$1.73B
$97.3K 0.03%
970
-122
IYH icon
270
iShares US Healthcare ETF
IYH
$3.5B
$95.4K 0.03%
1,625
TRGP icon
271
Targa Resources
TRGP
$36.9B
$94.7K 0.03%
565
GBTC icon
272
Grayscale Bitcoin Trust
GBTC
$36.4B
$94.2K 0.03%
1,049
ACWI icon
273
iShares MSCI ACWI ETF
ACWI
$24.3B
$93.3K 0.03%
675
IYC icon
274
iShares US Consumer Discretionary ETF
IYC
$1.56B
$92.6K 0.03%
884
DOCT icon
275
FT Vest US Equity Deep Buffer ETF October
DOCT
$380M
$91.6K 0.03%
2,120