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
$207M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$818K
3
+$638K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$380K
5
EXC icon
Exelon
EXC
+$265K

Top Sells

1
+$1.26M
2
+$345K
3
+$330K
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$296K
5
DHI icon
D.R. Horton
DHI
+$291K

Sector Composition

1 Technology 12.39%
2 Financials 10.04%
3 Healthcare 8.81%
4 Consumer Staples 7.94%
5 Energy 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17K 0.01%
325
252
$17K 0.01%
570
253
$16K 0.01%
+39
254
$16K 0.01%
600
255
$15K 0.01%
320
256
$14K 0.01%
540
257
$13K 0.01%
56
258
$13K 0.01%
142
259
$12K 0.01%
370
260
$12K 0.01%
115
261
$10K ﹤0.01%
305
262
$9K ﹤0.01%
90
263
$9K ﹤0.01%
87
264
$8K ﹤0.01%
406
265
$7K ﹤0.01%
+73
266
$7K ﹤0.01%
32
267
$7K ﹤0.01%
40
268
$6K ﹤0.01%
78
269
$6K ﹤0.01%
56
270
$6K ﹤0.01%
82
271
$6K ﹤0.01%
71
272
$5K ﹤0.01%
46
273
$4K ﹤0.01%
65
274
$3K ﹤0.01%
75
275
$2K ﹤0.01%
68
9 10
11
12 13