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
$176M
AUM Growth
-$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$401K
3
+$273K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$263K
5
ETN icon
Eaton
ETN
+$238K

Top Sells

1
+$367K
2
+$319K
3
+$263K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$212K
5
RTX icon
RTX Corp
RTX
+$208K

Sector Composition

1 Technology 11.51%
2 Healthcare 10.8%
3 Financials 9.47%
4 Energy 8.38%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-3,264
277
– –
-1,677
278
– –
-30
279
– –
-2,140
8 9 10 11
12