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
CARR icon
301
Carrier Global
CARR
$45.6B
$71.3K 0.02%
+974
MFC icon
302
Manulife Financial
MFC
$57.9B
$70.6K 0.02%
+2,208
XLG icon
303
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$70.1K 0.02%
1,346
+704
CNX icon
304
CNX Resources
CNX
$4.96B
$67.4K 0.02%
+2,000
CHWY icon
305
Chewy
CHWY
$13.9B
$67.1K 0.02%
+1,575
CMI icon
306
Cummins
CMI
$63.9B
$65.5K 0.02%
+200
DSU icon
307
BlackRock Debt Strategies Fund
DSU
$569M
$62.5K 0.02%
+5,921
LNG icon
308
Cheniere Energy
LNG
$46.3B
$62.3K 0.02%
+256
GL icon
309
Globe Life
GL
$10.5B
$60.9K 0.02%
+490
IPAY icon
310
Amplify Mobile Payments ETF
IPAY
$235M
$60.4K 0.02%
1,008
PYLD icon
311
PIMCO Multi Sector Bond Active ETF
PYLD
$7.89B
$60.1K 0.02%
+2,265
F icon
312
Ford
F
$52.6B
$60.1K 0.02%
5,538
-5,920
DVY icon
313
iShares Select Dividend ETF
DVY
$20.7B
$59.8K 0.02%
450
AZN icon
314
AstraZeneca
AZN
$276B
$59.3K 0.02%
+849
ADP icon
315
Automatic Data Processing
ADP
$102B
$59.2K 0.02%
+192
CRM icon
316
Salesforce
CRM
$232B
$58.6K 0.02%
+215
MGNI icon
317
Magnite
MGNI
$2.03B
$57.8K 0.02%
+2,396
FDLO icon
318
Fidelity Low Volatility Factor ETF
FDLO
$1.36B
$57.7K 0.02%
+919
SCHV icon
319
Schwab US Large-Cap Value ETF
SCHV
$14B
$57.7K 0.02%
2,085
VWO icon
320
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$57.3K 0.02%
+1,158
IEFA icon
321
iShares Core MSCI EAFE ETF
IEFA
$158B
$56.8K 0.02%
680
AMGN icon
322
Amgen
AMGN
$181B
$56.1K 0.02%
+201
KHC icon
323
Kraft Heinz
KHC
$29.4B
$55.8K 0.02%
+2,160
SCHG icon
324
Schwab US Large-Cap Growth ETF
SCHG
$52.3B
$55.4K 0.02%
1,895
+100
ARCC icon
325
Ares Capital
ARCC
$14.5B
$55.3K 0.02%
+2,520