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
326
$56.5K 0.02%
+413
327
$56.3K 0.02%
700
328
$56.2K 0.02%
2,160
329
$54.8K 0.02%
2,900
330
$54.7K 0.02%
100
331
$53.5K 0.02%
1,157
332
$51.8K 0.02%
190
333
$51.8K 0.02%
510
334
$51.6K 0.02%
621
335
$51.4K 0.02%
2,520
336
$51K 0.02%
2,192
337
$51K 0.02%
215
338
$50.6K 0.02%
1,800
339
$49.8K 0.02%
754
+17
340
$49.3K 0.02%
1,178
341
$48.6K 0.02%
2,000
342
$48.2K 0.02%
1,298
+10
343
$47.2K 0.02%
200
344
$46.6K 0.01%
2,040
345
$46.4K 0.01%
449
+1
346
$45.8K 0.01%
117
347
$45.5K 0.01%
239
+79
348
$45.4K 0.01%
926
+700
349
$45.4K 0.01%
400
350
$44.7K 0.01%
201
+1
12 13
14
15 16