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
$210M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$832K
3
+$609K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$501K
5
ADM icon
Archer Daniels Midland
ADM
+$478K

Top Sells

1
+$1.05M
2
+$550K
3
+$379K
4
AAPL icon
Apple
AAPL
+$356K
5
TJX icon
TJX Companies
TJX
+$213K

Sector Composition

1 Technology 12.79%
2 Financials 10.29%
3 Consumer Discretionary 8.92%
4 Healthcare 8.16%
5 Consumer Staples 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.03%
22,407
+6,279
27
$2.1M 1%
14,881
28
$1.98M 0.94%
6,760
-24
29
$1.92M 0.91%
11,233
+9
30
$1.91M 0.91%
30,622
-670
31
$1.89M 0.9%
30,887
-9
32
$1.84M 0.88%
32,390
+4
33
$1.78M 0.85%
34,298
+678
34
$1.71M 0.81%
35,376
35
$1.63M 0.77%
26,035
+85
36
$1.6M 0.76%
27,363
-180
37
$1.55M 0.74%
29,976
+1,752
38
$1.55M 0.74%
8,918
-600
39
$1.52M 0.72%
20,382
40
$1.5M 0.71%
25,357
+4
41
$1.47M 0.7%
19,831
42
$1.46M 0.7%
7,013
+423
43
$1.39M 0.66%
7,387
44
$1.37M 0.65%
5,439
+281
45
$1.31M 0.62%
12,472
+30
46
$1.3M 0.62%
63,830
+40,870
47
$1.29M 0.61%
18,923
48
$1.25M 0.6%
24,339
-335
49
$1.21M 0.57%
6,935
-85
50
$1.19M 0.57%
7,288
-65
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