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
351
$43.4K 0.01%
+510
352
$43K 0.01%
+737
353
$42.7K 0.01%
+984
354
$41.8K 0.01%
+1,661
355
$41.7K 0.01%
+421
356
$41K 0.01%
+2,800
357
$40.9K 0.01%
+300
358
$40.7K 0.01%
270
359
$40.7K 0.01%
+444
360
$40.4K 0.01%
+408
361
$39.9K 0.01%
+5,250
362
$39.7K 0.01%
+523
363
$39.6K 0.01%
200
-5,925
364
$39.2K 0.01%
+431
365
$38.9K 0.01%
+248
366
$38.7K 0.01%
+1,000
367
$38.3K 0.01%
+260
368
$38K 0.01%
+3,600
369
$37.7K 0.01%
1,422
370
$37.6K 0.01%
+95
371
$37.5K 0.01%
+312
372
$37.3K 0.01%
+464
373
$37.3K 0.01%
+971
374
$37.1K 0.01%
+479
375
$36.9K 0.01%
+281
13 14
15
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