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
351
$44.6K 0.01%
444
352
$44.3K 0.01%
248
353
$43.9K 0.01%
270
354
$43.8K 0.01%
326
+1
355
$43.3K 0.01%
3,316
356
$43.2K 0.01%
194
357
$43K 0.01%
2,500
358
$42.3K 0.01%
300
359
$42.2K 0.01%
162
+67
360
$42.1K 0.01%
1,661
361
$41.9K 0.01%
971
362
$41.4K 0.01%
227
363
$41.3K 0.01%
2,117
+6
364
$40.9K 0.01%
2,236
365
$39.7K 0.01%
421
366
$39.4K 0.01%
481
+2
367
$39.3K 0.01%
1,000
368
$39.2K 0.01%
79
+1
369
$38.8K 0.01%
1,422
370
$38.7K 0.01%
281
371
$38.6K 0.01%
984
372
$38.5K 0.01%
312
373
$38.5K 0.01%
686
+2
374
$38.3K 0.01%
2,800
375
$38.3K 0.01%
190
13 14
15
16 17