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
376
$38.2K 0.01%
464
377
$38.2K 0.01%
523
378
$38K 0.01%
300
379
$37.3K 0.01%
408
380
$37.1K 0.01%
5,976
381
$36.6K 0.01%
260
382
$36.2K 0.01%
901
-1,180
383
$35.9K 0.01%
1,646
-750
384
$35.8K 0.01%
758
+3
385
$35.5K 0.01%
1,200
386
$35.3K 0.01%
650
387
$35.1K 0.01%
95
388
$35K 0.01%
124
-77
389
$34.9K 0.01%
740
390
$34.7K 0.01%
3,600
391
$34K 0.01%
264
392
$33.8K 0.01%
605
393
$33.4K 0.01%
304
394
$33.3K 0.01%
2,044
395
$32.6K 0.01%
2,500
396
$32.1K 0.01%
47
+27
397
$31.4K 0.01%
107
-85
398
$31.2K 0.01%
1,300
399
$31.1K 0.01%
460
+5
400
$31K 0.01%
2,000
14 15
16
17 18