MIM

MTM Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$520K
2
+$448K
3
+$387K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$288K
5
GEV icon
GE Vernova
GEV
+$259K

Top Sells

1
+$350K
2
+$330K
3
+$267K
4
KO icon
Coca-Cola
KO
+$247K
5
SLV icon
iShares Silver Trust
SLV
+$233K

Sector Composition

1 Technology 13.5%
2 Healthcare 11.15%
3 Financials 8.44%
4 Energy 7.94%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
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