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
451
$19.4K 0.01%
+755
452
$19.4K 0.01%
+500
453
$19.2K 0.01%
+500
454
$18.8K 0.01%
455
455
$18.6K 0.01%
+256
456
$18.5K 0.01%
+175
457
$18.5K 0.01%
+32
458
$18.3K 0.01%
100
459
$18.1K 0.01%
+197
460
$18.1K 0.01%
+179
461
$18K 0.01%
+279
462
$18K 0.01%
202
463
$18K 0.01%
+402
464
$17.9K 0.01%
+175
465
$17.6K 0.01%
107
466
$17.4K 0.01%
+250
467
$17.4K 0.01%
+2,000
468
$17.3K 0.01%
+255
469
$17.2K 0.01%
+528
470
$17.1K 0.01%
+416
471
$17.1K 0.01%
+163
472
$17K 0.01%
+284
473
$17K 0.01%
115
474
$16.9K 0.01%
384
475
$16.8K 0.01%
+300