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
$316M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1 +$672K
2 +$546K
3 +$509K
4
WFC icon
Wells Fargo
WFC
+$433K
5
LAMR icon
Lamar Advertising Co
LAMR
+$414K

Top Sells

1 +$322K
2 +$295K
3 +$287K
4
B
Barrick Mining
B
+$116K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$89.1K

Sector Composition

1 Technology 10.66%
2 Financials 9.84%
3 Healthcare 8.95%
4 Energy 8.65%
5 Consumer Discretionary 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GRNY
451
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.49B
$17.5K 0.01%
734
LPX icon
452
Louisiana-Pacific
LPX
$5.21B
$17.5K 0.01%
240
MSCI icon
453
MSCI
MSCI
$46.9B
$17.2K 0.01%
32
EEM icon
454
iShares MSCI Emerging Markets ETF
EEM
$31B
$17.2K 0.01%
304
+150
WY icon
455
Weyerhaeuser
WY
$17.1B
$17.1K 0.01%
700
SNA icon
456
Snap-on
SNA
$19B
$17.1K 0.01%
47
FID icon
457
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$165M
$17K 0.01%
810
BN icon
458
Brookfield
BN
$101B
$16.8K 0.01%
415
GM icon
459
General Motors
GM
$74.5B
$16.8K 0.01%
225
MBC icon
460
MasterBrand
MBC
$1.11B
$16.6K 0.01%
2,000
CROX icon
461
Crocs
CROX
$5.93B
$16.6K 0.01%
200
UL icon
462
Unilever
UL
$121B
$16.2K 0.01%
284
FEM icon
463
First Trust Emerging Markets AlphaDEX Fund
FEM
$771M
$16.2K 0.01%
540
NOK icon
464
Nokia
NOK
$90.7B
$16.1K 0.01%
2,000
KDP icon
465
Keurig Dr Pepper
KDP
$41.1B
$15.8K 0.01%
600
IGSB icon
466
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22B
$15.8K 0.01%
300
EFV icon
467
iShares MSCI EAFE Value ETF
EFV
$30.2B
$15.7K 0.01%
211
O icon
468
Realty Income
O
$55.5B
$15.4K ﹤0.01%
252
BWIN
469
Baldwin Insurance Group
BWIN
$1.97B
$15.4K ﹤0.01%
700
IYM icon
470
iShares US Basic Materials ETF
IYM
$1.45B
$15K ﹤0.01%
85
VGT icon
471
Vanguard Information Technology ETF
VGT
$150B
$14.7K ﹤0.01%
168
QUAL icon
472
iShares MSCI USA Quality Factor ETF
QUAL
$52.2B
$14.4K ﹤0.01%
75
-25
FTNT icon
473
Fortinet
FTNT
$108B
$14.3K ﹤0.01%
175
PHG icon
474
Philips
PHG
$24.8B
$14.2K ﹤0.01%
519
XLB icon
475
State Street Materials Select Sector SPDR ETF
XLB
$7.27B
$14.2K ﹤0.01%
284