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
301
$70.6K 0.02%
450
302
$70.5K 0.02%
200
303
$70.1K 0.02%
490
304
$70.1K 0.02%
978
305
$68.9K 0.02%
2,210
+2
306
$66.8K 0.02%
5,583
+45
307
$65.2K 0.02%
1,000
308
$65.1K 0.02%
849
309
$64.7K 0.02%
6,089
+168
310
$64.2K 0.02%
2,000
311
$64K 0.02%
5,250
312
$63.7K 0.02%
1,575
313
$62.7K 0.02%
1,158
314
$61.3K 0.02%
1,100
+17
315
$60.8K 0.02%
2,265
316
$60.7K 0.02%
2,085
317
$60.5K 0.02%
919
318
$60.5K 0.02%
1,895
319
$60.3K 0.02%
3,344
320
$60.2K 0.02%
256
321
$59.4K 0.02%
680
322
$59K 0.02%
415
-35
323
$58.1K 0.02%
974
324
$57.6K 0.02%
1,008
325
$56.8K 0.02%
186
11 12
13
14 15