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
$298M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1 +$2.68M
2 +$1.23M
3 +$711K
4
DECK icon
Deckers Outdoor
DECK
+$640K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$632K

Sector Composition

1 Technology 13.28%
2 Financials 10.22%
3 Healthcare 8.63%
4 Consumer Discretionary 8.11%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IWM icon
276
iShares Russell 2000 ETF
IWM
$68.2B
$88.3K 0.03%
409
ADSK icon
277
Autodesk
ADSK
$63.8B
$88.2K 0.03%
+285
IYC icon
278
iShares US Consumer Discretionary ETF
IYC
$1.7B
$88.1K 0.03%
884
DOCT icon
279
FT Vest US Equity Deep Buffer ETF October
DOCT
$307M
$87.1K 0.03%
2,120
ACWI icon
280
iShares MSCI ACWI ETF
ACWI
$23.1B
$86.8K 0.03%
+675
XLE icon
281
Energy Select Sector SPDR Fund
XLE
$27.6B
$85.8K 0.03%
1,012
+5
FVC icon
282
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$111M
$84.8K 0.03%
2,388
TTC icon
283
Toro Company
TTC
$6.88B
$84.8K 0.03%
+1,200
TEL icon
284
TE Connectivity
TEL
$69.8B
$84.3K 0.03%
+500
MCHP icon
285
Microchip Technology
MCHP
$28.9B
$83.8K 0.03%
+1,191
MSI icon
286
Motorola Solutions
MSI
$63.3B
$79.9K 0.03%
+190
IUSG icon
287
iShares Core S&P US Growth ETF
IUSG
$25.7B
$79.7K 0.03%
530
DDIV icon
288
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$65.5M
$79.5K 0.03%
2,081
NVS icon
289
Novartis
NVS
$252B
$79.4K 0.03%
+657
GAB icon
290
Gabelli Equity Trust
GAB
$1.87B
$78.7K 0.03%
13,530
PEG icon
291
Public Service Enterprise Group
PEG
$41.3B
$78.6K 0.03%
+934
ADBE icon
292
Adobe
ADBE
$139B
$77.4K 0.03%
+200
LIT icon
293
Global X Lithium & Battery Tech ETF
LIT
$1.46B
$76.8K 0.03%
+2,000
DFEM icon
294
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.5B
$76.5K 0.03%
+2,577
CAH icon
295
Cardinal Health
CAH
$48.8B
$75.6K 0.03%
+450
VUG icon
296
Vanguard Growth ETF
VUG
$197B
$75K 0.03%
171
+8
MDT icon
297
Medtronic
MDT
$123B
$74.8K 0.03%
+858
TMO icon
298
Thermo Fisher Scientific
TMO
$217B
$73K 0.02%
+180
YUM icon
299
Yum! Brands
YUM
$41.4B
$72.2K 0.02%
+487
NGG icon
300
National Grid
NGG
$76.8B
$71.7K 0.02%
+964