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
301
$71.3K 0.02%
+974
302
$70.6K 0.02%
+2,208
303
$70.1K 0.02%
1,346
+704
304
$67.4K 0.02%
+2,000
305
$67.1K 0.02%
+1,575
306
$65.5K 0.02%
+200
307
$62.5K 0.02%
+5,921
308
$62.3K 0.02%
+256
309
$60.9K 0.02%
+490
310
$60.4K 0.02%
1,008
311
$60.1K 0.02%
+2,265
312
$60.1K 0.02%
5,538
-5,920
313
$59.8K 0.02%
450
314
$59.3K 0.02%
+849
315
$59.2K 0.02%
+192
316
$58.6K 0.02%
+215
317
$57.8K 0.02%
+2,396
318
$57.7K 0.02%
+919
319
$57.7K 0.02%
2,085
320
$57.3K 0.02%
+1,158
321
$56.8K 0.02%
680
322
$56.1K 0.02%
+201
323
$55.8K 0.02%
+2,160
324
$55.4K 0.02%
1,895
+100
325
$55.3K 0.02%
+2,520
11 12
13
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