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
$185M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.26M
3
+$1.1M
4
LOW icon
Lowe's Companies
LOW
+$471K
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$341K

Top Sells

1
+$970K
2
+$510K
3
+$354K
4
GRMN icon
Garmin
GRMN
+$327K
5
AWK icon
American Water Works
AWK
+$280K

Sector Composition

1 Technology 11.61%
2 Healthcare 10.71%
3 Financials 9.34%
4 Consumer Staples 8.18%
5 Energy 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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279
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280
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281
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282
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-3,727
283
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-2,761
284
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285
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-3,695
286
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287
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288
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-12,980
289
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-819
290
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-1,764
291
$0 ﹤0.01%
8
292
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-1,400
293
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294
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-2,350
8 9 10 11
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