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
$207M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$818K
3
+$638K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$380K
5
EXC icon
Exelon
EXC
+$265K

Top Sells

1
+$1.26M
2
+$345K
3
+$330K
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$296K
5
DHI icon
D.R. Horton
DHI
+$291K

Sector Composition

1 Technology 12.39%
2 Financials 10.04%
3 Healthcare 8.81%
4 Consumer Staples 7.94%
5 Energy 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.04%
52,295
27
$2.12M 1.02%
37,983
+3,433
28
$2.11M 1.02%
43,008
+13,032
29
$2.08M 1.01%
15,164
+283
30
$1.99M 0.96%
11,242
+9
31
$1.98M 0.96%
6,605
+603
32
$1.83M 0.88%
28,204
-323
33
$1.75M 0.85%
34,379
+81
34
$1.75M 0.85%
35,214
-162
35
$1.69M 0.82%
6,726
-34
36
$1.69M 0.82%
32,396
+6
37
$1.65M 0.8%
6,055
+616
38
$1.55M 0.75%
27,341
-22
39
$1.47M 0.71%
26,035
40
$1.43M 0.69%
8,978
+60
41
$1.4M 0.68%
12,503
+31
42
$1.39M 0.67%
20,382
43
$1.36M 0.66%
63,830
44
$1.35M 0.66%
7,387
45
$1.31M 0.63%
25,348
-9
46
$1.31M 0.63%
19,586
-245
47
$1.3M 0.63%
7,063
+50
48
$1.24M 0.6%
18,923
49
$1.21M 0.58%
24,343
+4
50
$1.18M 0.57%
30,656
+379
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2
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