MIM

MTM Investment Management Portfolio holdings

AUM $315M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$919K
2 +$455K
3 +$414K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$409K
5
HON icon
Honeywell
HON
+$346K

Top Sells

1 +$744K
2 +$736K
3 +$709K
4
NSC icon
Norfolk Southern
NSC
+$706K
5
DOW icon
Dow Inc
DOW
+$520K

Sector Composition

1 Technology 12.11%
2 Financials 10.57%
3 Healthcare 8.25%
4 Consumer Discretionary 8.19%
5 Consumer Staples 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-2,692