MIM

MTM Investment Management Portfolio holdings

AUM $316M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.34M
3
+$625K
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$623K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$479K

Top Sells

1
+$1.88M
2
+$247K
3
+$242K
4
HD icon
Home Depot
HD
+$184K
5
MSFT icon
Microsoft
MSFT
+$178K

Sector Composition

1 Technology 12.72%
2 Financials 10.35%
3 Consumer Discretionary 8.89%
4 Healthcare 8.28%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$91.5K 0.03%
1,700
277
$91.4K 0.03%
1,200
278
$90.8K 0.03%
3,216
+28
279
$90.8K 0.03%
2,032
+8
280
$90.5K 0.03%
285
281
$90.4K 0.03%
1,460
-30
282
$87.9K 0.03%
17,975
283
$87.4K 0.03%
180
284
$87.2K 0.03%
530
285
$86.9K 0.03%
2,765
-199
286
$86.9K 0.03%
190
287
$86.4K 0.03%
3,652
288
$86.1K 0.03%
2,388
289
$84.5K 0.03%
200
290
$84.2K 0.03%
657
291
$82.6K 0.03%
2,577
292
$82.4K 0.03%
13,530
293
$82K 0.03%
1,026
294
$79.1K 0.03%
831
-27
295
$79.1K 0.03%
665
-300
296
$78.5K 0.03%
941
+7
297
$77.4K 0.02%
1,346
298
$76.5K 0.02%
1,191
299
$74.1K 0.02%
488
+1
300
$71.3K 0.02%
2,077
-1,500
10 11
12
13 14