MIM

MTM Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.14M
3
+$688K
4
TSLA icon
Tesla
TSLA
+$675K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$629K

Top Sells

1
+$1.57M
2
+$1.1M
3
+$359K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$251K
5
ARLP icon
Alliance Resource Partners
ARLP
+$243K

Sector Composition

1 Technology 13.28%
2 Financials 10.22%
3 Healthcare 8.63%
4 Consumer Discretionary 8.11%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$107K 0.04%
2,173
-925
252
$106K 0.04%
17,975
-600
253
$106K 0.04%
+2,964
254
$106K 0.04%
+2,040
255
$105K 0.04%
965
+1
256
$105K 0.04%
1,092
-100
257
$104K 0.04%
+3,633
258
$104K 0.03%
600
259
$103K 0.03%
+4,980
260
$103K 0.03%
+2,000
261
$103K 0.03%
+725
262
$102K 0.03%
+1,232
263
$102K 0.03%
+915
264
$100K 0.03%
+480
265
$100K 0.03%
+178
266
$98.4K 0.03%
+565
267
$97.4K 0.03%
+251
268
$95.4K 0.03%
3,000
269
$95.3K 0.03%
+1,700
270
$92.7K 0.03%
+3,652
271
$92.3K 0.03%
+1,750
272
$92.3K 0.03%
+3,188
273
$91.8K 0.03%
1,625
274
$89K 0.03%
+1,049
275
$88.3K 0.03%
1,490
9 10
11
12 13