MIM

MTM Investment Management Portfolio holdings

AUM $298M
1-Year Est. Return 19.56%
This Quarter Est. Return
1 Year Est. Return
+19.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$919K
2
+$455K
3
+$414K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$409K
5
HON icon
Honeywell
HON
+$346K

Top Sells

1
+$744K
2
+$736K
3
+$709K
4
NSC icon
Norfolk Southern
NSC
+$706K
5
DOW icon
Dow Inc
DOW
+$520K

Sector Composition

1 Technology 12.11%
2 Financials 10.57%
3 Healthcare 8.25%
4 Consumer Discretionary 8.19%
5 Consumer Staples 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.01%
31,292
-2,440
27
$1.82M 0.99%
30,896
-3,590
28
$1.82M 0.99%
33,620
-4,033
29
$1.81M 0.98%
11,224
-952
30
$1.8M 0.98%
6,784
31
$1.76M 0.96%
32,348
+59
32
$1.64M 0.89%
35,376
-2,502
33
$1.61M 0.88%
27,543
+10
34
$1.57M 0.85%
32,386
+4
35
$1.49M 0.81%
25,950
36
$1.48M 0.8%
16,128
+358
37
$1.46M 0.79%
20,382
38
$1.43M 0.77%
19,831
-81
39
$1.42M 0.77%
9,518
40
$1.42M 0.77%
7,387
+60
41
$1.34M 0.73%
28,224
+301
42
$1.31M 0.71%
24,674
-5,816
43
$1.3M 0.71%
18,923
44
$1.21M 0.66%
12,442
+316
45
$1.14M 0.62%
6,590
+329
46
$1.14M 0.62%
35,631
-900
47
$1.14M 0.62%
30,272
+4
48
$1.09M 0.59%
25,353
-8,395
49
$1.09M 0.59%
35,270
+70
50
$1.07M 0.58%
15,603
-798
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2
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