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

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
401
$28.3K 0.01%
93
402
$27.9K 0.01%
+243
403
$27.7K 0.01%
+264
404
$27.6K 0.01%
+1,300
405
$27.4K 0.01%
+52
406
$27K 0.01%
+117
407
$26.8K 0.01%
+2,339
408
$26.1K 0.01%
+2,500
409
$26.1K 0.01%
+522
410
$26K 0.01%
+450
411
$25.8K 0.01%
275
412
$25.8K 0.01%
+75
413
$25.6K 0.01%
+500
414
$25.5K 0.01%
+2,265
415
$25.1K 0.01%
+1,500
416
$24.9K 0.01%
+400
417
$24.6K 0.01%
+835
418
$24.6K 0.01%
+100
419
$24.5K 0.01%
+800
420
$24.3K 0.01%
+84
421
$24.2K 0.01%
+2,111
422
$23.8K 0.01%
+148
423
$23.6K 0.01%
+115
424
$23.6K 0.01%
+200
425
$23.6K 0.01%
+1,000