MIM

MTM Investment Management Portfolio holdings

AUM $298M
1-Year Est. Return 19.56%
This Quarter Est. Return
1 Year Est. Return
+19.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$832K
3
+$609K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$501K
5
ADM icon
Archer Daniels Midland
ADM
+$478K

Top Sells

1
+$1.05M
2
+$550K
3
+$379K
4
AAPL icon
Apple
AAPL
+$356K
5
TJX icon
TJX Companies
TJX
+$213K

Sector Composition

1 Technology 12.79%
2 Financials 10.29%
3 Consumer Discretionary 8.92%
4 Healthcare 8.16%
5 Consumer Staples 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19K 0.01%
570
252
$17K 0.01%
1,516
-2,660
253
$17K 0.01%
325
254
$15K 0.01%
320
255
$14K 0.01%
540
256
$14K 0.01%
600
257
$14K 0.01%
56
258
$13K 0.01%
142
259
$12K 0.01%
370
260
$12K 0.01%
100
261
$12K 0.01%
115
262
$11K 0.01%
305
263
$11K 0.01%
300
264
$10K ﹤0.01%
130
-109
265
$9K ﹤0.01%
406
-242
266
$9K ﹤0.01%
90
267
$8K ﹤0.01%
34
268
$8K ﹤0.01%
87
269
$7K ﹤0.01%
82
270
$7K ﹤0.01%
202
271
$7K ﹤0.01%
32
-126
272
$7K ﹤0.01%
71
273
$7K ﹤0.01%
40
274
$6K ﹤0.01%
78
275
$6K ﹤0.01%
56
8 9 10
11
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