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 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
401
$30.6K 0.01%
276
+176
402
$30.5K 0.01%
150
403
$30.5K 0.01%
93
404
$30.5K 0.01%
243
405
$30.4K 0.01%
117
406
$30.3K 0.01%
522
407
$29.1K 0.01%
400
408
$28.6K 0.01%
600
409
$28.3K 0.01%
1,788
-551
410
$27.9K 0.01%
100
411
$27.9K 0.01%
1,000
412
$27.7K 0.01%
800
413
$27.3K 0.01%
275
414
$26.8K 0.01%
400
415
$26.3K 0.01%
2,000
416
$26K 0.01%
75
417
$25.9K 0.01%
1,500
418
$25.9K 0.01%
835
419
$25.7K 0.01%
200
420
$25.7K 0.01%
321
-110
421
$25.5K 0.01%
175
422
$25.4K 0.01%
518
423
$25.4K 0.01%
2,000
424
$25.3K 0.01%
52
425
$24.6K 0.01%
20