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
326
$55.2K 0.02%
+400
327
$53.6K 0.02%
+190
328
$53K 0.02%
+3,344
329
$53K 0.02%
+2,900
330
$53K 0.02%
+3,316
331
$52.3K 0.02%
+220
332
$52.1K 0.02%
+117
333
$52.1K 0.02%
+1,083
334
$51.6K 0.02%
+1,000
335
$51.3K 0.02%
+1,157
336
$51.3K 0.02%
+140
337
$51.2K 0.02%
+448
338
$49.7K 0.02%
+621
339
$48.7K 0.02%
+1,800
340
$48.6K 0.02%
+2,040
341
$48.5K 0.02%
+2,000
342
$48.4K 0.02%
2,192
343
$46.8K 0.02%
+100
344
$46.7K 0.02%
+325
345
$46.7K 0.02%
+186
346
$46K 0.02%
+5,976
347
$45.8K 0.02%
+2,236
348
$44.1K 0.01%
+1,178
349
$43.9K 0.01%
+538
350
$43.6K 0.01%
+1,288
12 13
14
15 16