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
426
$23.5K 0.01%
+20
427
$23.5K 0.01%
+95
428
$23.4K 0.01%
+12,250
429
$23.3K 0.01%
+1,500
430
$23.3K 0.01%
+600
431
$22.2K 0.01%
+658
432
$22.1K 0.01%
+83
433
$22K 0.01%
+11
434
$22K 0.01%
+118
435
$21.9K 0.01%
+2,000
436
$21.8K 0.01%
518
-8,840
437
$21.6K 0.01%
+342
438
$21.4K 0.01%
+177
439
$21.2K 0.01%
+347
440
$20.7K 0.01%
+51
441
$20.7K 0.01%
+300
442
$20.6K 0.01%
+240
443
$20.4K 0.01%
+250
444
$20.3K 0.01%
+200
445
$20.2K 0.01%
+250
446
$20.2K 0.01%
+258
447
$19.8K 0.01%
+600
448
$19.8K 0.01%
+13
449
$19.7K 0.01%
+254
450
$19.6K 0.01%
+284
16 17
18
19 20