MIM

MTM Investment Management Portfolio holdings

AUM $316M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.34M
3
+$625K
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$623K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$479K

Top Sells

1
+$1.88M
2
+$247K
3
+$242K
4
HD icon
Home Depot
HD
+$184K
5
MSFT icon
Microsoft
MSFT
+$178K

Sector Composition

1 Technology 12.72%
2 Financials 10.35%
3 Consumer Discretionary 8.89%
4 Healthcare 8.28%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$117K 0.04%
725
252
$116K 0.04%
930
+56
253
$115K 0.04%
+3,506
254
$114K 0.04%
2,000
255
$110K 0.03%
500
256
$109K 0.03%
500
257
$108K 0.03%
2,173
258
$107K 0.03%
4,980
259
$107K 0.03%
264
260
$107K 0.03%
2,000
261
$105K 0.03%
915
262
$103K 0.03%
2,040
263
$102K 0.03%
1,232
264
$101K 0.03%
178
265
$100K 0.03%
3,000
266
$99.5K 0.03%
1,750
267
$99K 0.03%
409
268
$98.8K 0.03%
899
-430
269
$97.3K 0.03%
970
-122
270
$95.4K 0.03%
1,625
271
$94.7K 0.03%
565
272
$94.2K 0.03%
1,049
273
$93.3K 0.03%
675
274
$92.6K 0.03%
884
275
$91.6K 0.03%
2,120
9 10
11
12 13