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
376
$36.6K 0.01%
684
+2
377
$36.4K 0.01%
+650
378
$36.3K 0.01%
300
379
$36.3K 0.01%
+78
380
$35.7K 0.01%
+740
381
$34.1K 0.01%
+2,500
382
$32.1K 0.01%
+304
383
$31.8K 0.01%
+194
384
$31.7K 0.01%
+755
385
$31.1K 0.01%
+332
386
$31K 0.01%
2,044
387
$30.9K 0.01%
+227
388
$30.7K 0.01%
+150
389
$30.5K 0.01%
605
390
$30.4K 0.01%
+1,200
391
$30.3K 0.01%
+400
392
$30.3K 0.01%
+190
393
$30.3K 0.01%
+1,000
394
$30K 0.01%
+700
395
$29.6K 0.01%
+2,000
396
$28.9K 0.01%
+200
397
$28.7K 0.01%
+160
398
$28.4K 0.01%
+310
399
$28.4K 0.01%
+2,200
400
$28.4K 0.01%
+455
14 15
16
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