MIM
MTM Investment Management Portfolio holdings
AUM
$298M
This Quarter Return
-11.49%
1 Year Return
+19.56%
3 Year Return
+68.88%
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
+$185M
(-10%)
Cap. Flow
+$2.82M
Cap. Flow
% of AUM
1.52%
Top 10 Holdings %
Top 10 Hldgs %
26.24%
Holding
294
New
16
Increased
90
Reduced
42
Closed
24
Top Buys
| 1 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$1.44M |
| 2 |
Fiserv
FI
|
$1.26M |
| 3 |
CVS Health
CVS
|
$1.1M |
| 4 |
Amazon
AMZN
|
$744K |
| 5 |
Lowe's Companies
LOW
|
$471K |
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$970K |
| 2 |
Strategy Inc Common Stock Class A
MSTR
|
$510K |
| 3 |
NVIDIA
NVDA
|
$354K |
| 4 |
Garmin
GRMN
|
$327K |
| 5 |
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% |
