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
426
$24.4K 0.01%
12,250
427
$24.4K 0.01%
500
428
$24.2K 0.01%
1,500
429
$24K 0.01%
148
430
$23.2K 0.01%
118
431
$22.8K 0.01%
1,000
432
$22.6K 0.01%
658
433
$22.6K 0.01%
347
434
$22.1K 0.01%
450
435
$22K 0.01%
250
436
$21.6K 0.01%
30
437
$21.5K 0.01%
83
438
$21.3K 0.01%
240
439
$21K 0.01%
500
440
$21K 0.01%
11
441
$20.9K 0.01%
500
442
$20.9K 0.01%
250
443
$20.8K 0.01%
250
444
$20.8K 0.01%
310
445
$20.3K 0.01%
254
446
$20.1K 0.01%
258
447
$19.8K 0.01%
51
448
$19.7K 0.01%
700
449
$19.5K 0.01%
278
-64
450
$19.4K 0.01%
100