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

Top Buys

1
+$2.49M
2
+$1.14M
3
+$688K
4
TSLA icon
Tesla
TSLA
+$675K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$629K

Top Sells

1
+$1.57M
2
+$1.1M
3
+$359K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$251K
5
ARLP icon
Alliance Resource Partners
ARLP
+$243K

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
276
$88.3K 0.03%
409
277
$88.2K 0.03%
+285
278
$88.1K 0.03%
884
279
$87.1K 0.03%
2,120
280
$86.8K 0.03%
+675
281
$85.8K 0.03%
2,024
+10
282
$84.8K 0.03%
2,388
283
$84.8K 0.03%
+1,200
284
$84.3K 0.03%
+500
285
$83.8K 0.03%
+1,191
286
$79.9K 0.03%
+190
287
$79.7K 0.03%
530
288
$79.5K 0.03%
2,081
289
$79.4K 0.03%
+657
290
$78.7K 0.03%
13,530
291
$78.6K 0.03%
+934
292
$77.4K 0.03%
+200
293
$76.8K 0.03%
+2,000
294
$76.5K 0.03%
+2,577
295
$75.6K 0.03%
+450
296
$75K 0.03%
171
+8
297
$74.8K 0.03%
+858
298
$73K 0.02%
+180
299
$72.2K 0.02%
+487
300
$71.7K 0.02%
+978
10 11
12
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