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
$210M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$832K
3
+$609K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$501K
5
ADM icon
Archer Daniels Midland
ADM
+$478K

Top Sells

1
+$1.05M
2
+$550K
3
+$379K
4
AAPL icon
Apple
AAPL
+$356K
5
TJX icon
TJX Companies
TJX
+$213K

Sector Composition

1 Technology 12.79%
2 Financials 10.29%
3 Consumer Discretionary 8.92%
4 Healthcare 8.16%
5 Consumer Staples 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
163
277
$5K ﹤0.01%
46
278
$4K ﹤0.01%
65
279
$4K ﹤0.01%
75
280
$4K ﹤0.01%
38
281
$2K ﹤0.01%
17
282
$2K ﹤0.01%
34
283
$2K ﹤0.01%
68
284
$2K ﹤0.01%
20
285
$1K ﹤0.01%
12
286
$1K ﹤0.01%
18
287
– –
-10,006
288
– –
-987
289
– –
-9,555
290
– –
-1,015
291
– –
-4,013
292
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-49
293
– –
-2,778
294
– –
-532
295
$0 ﹤0.01%
8
296
$0 ﹤0.01%
6
297
– –
-10,000
8 9 10 11
12