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
$184M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$919K
2
+$455K
3
+$414K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$409K
5
HON icon
Honeywell
HON
+$346K

Top Sells

1
+$744K
2
+$736K
3
+$709K
4
NSC icon
Norfolk Southern
NSC
+$706K
5
DOW icon
Dow Inc
DOW
+$520K

Sector Composition

1 Technology 12.11%
2 Financials 10.57%
3 Healthcare 8.25%
4 Consumer Discretionary 8.19%
5 Consumer Staples 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K ﹤0.01%
71
252
$7K ﹤0.01%
40
-10
253
$6K ﹤0.01%
78
254
$6K ﹤0.01%
56
255
$6K ﹤0.01%
163
256
$5K ﹤0.01%
46
257
$4K ﹤0.01%
65
258
$4K ﹤0.01%
75
259
$4K ﹤0.01%
38
260
$2K ﹤0.01%
17
261
$2K ﹤0.01%
34
262
$2K ﹤0.01%
68
263
$2K ﹤0.01%
20
264
$1K ﹤0.01%
12
265
$1K ﹤0.01%
18
266
$1K ﹤0.01%
49
267
– –
-3,813
268
– –
-1,734
269
– –
-1,800
270
– –
-6,408
271
– –
-3,159
272
– –
-2,962
273
$0 ﹤0.01%
8
274
– –
-5,609
275
$0 ﹤0.01%
6
8 9 10
11
12