MIM

MTM Investment Management Portfolio holdings

AUM $298M
1-Year Est. Return 19.56%
This Quarter Est. Return
1 Year Est. Return
+19.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$624K
2 +$500K
3 +$500K
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$477K
5
DVN icon
Devon Energy
DVN
+$350K

Top Sells

1 +$1.34M
2 +$1.03M
3 +$832K
4
UNH icon
UnitedHealth
UNH
+$491K
5
TSCO icon
Tractor Supply
TSCO
+$337K

Sector Composition

1 Technology 12.4%
2 Healthcare 9.97%
3 Energy 8.95%
4 Financials 8.04%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-373
277
-144