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
$242M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$763K
3
+$743K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$484K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$473K

Top Sells

1
+$481K
2
+$422K
3
+$242K
4
SCVL icon
Shoe Carnival
SCVL
+$231K
5
UPS icon
United Parcel Service
UPS
+$222K

Sector Composition

1 Technology 12.38%
2 Healthcare 11.04%
3 Financials 8.46%
4 Consumer Discretionary 8.2%
5 Energy 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14.5K 0.01%
79
+54
252
$14K 0.01%
+174
253
$13.2K 0.01%
320
254
$12.7K 0.01%
118
-82
255
$12.5K 0.01%
570
256
$12.4K 0.01%
+121
257
$11.7K ﹤0.01%
+200
258
$11K ﹤0.01%
+456
259
$10.6K ﹤0.01%
+98
260
$9.82K ﹤0.01%
305
261
$9.25K ﹤0.01%
90
262
$8.82K ﹤0.01%
+108
263
$8.18K ﹤0.01%
+402
264
$8.15K ﹤0.01%
+115
265
$8.12K ﹤0.01%
406
266
$8.08K ﹤0.01%
87
267
$7.92K ﹤0.01%
82
268
$7.45K ﹤0.01%
70
-18
269
$7.07K ﹤0.01%
+280
270
$6.16K ﹤0.01%
150
+50
271
$5.27K ﹤0.01%
165
272
$5.09K ﹤0.01%
50
273
$4.96K ﹤0.01%
+240
274
$3.87K ﹤0.01%
+110
275
$3.62K ﹤0.01%
40
9 10
11
12 13