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
$185M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.26M
3
+$1.1M
4
LOW icon
Lowe's Companies
LOW
+$471K
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$341K

Top Sells

1
+$970K
2
+$510K
3
+$354K
4
GRMN icon
Garmin
GRMN
+$327K
5
AWK icon
American Water Works
AWK
+$280K

Sector Composition

1 Technology 11.61%
2 Healthcare 10.71%
3 Financials 9.34%
4 Consumer Staples 8.18%
5 Energy 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.98%
43,985
+977
27
$1.8M 0.97%
34,939
+560
28
$1.74M 0.94%
6,726
29
$1.65M 0.89%
52,424
+129
30
$1.62M 0.88%
38,095
+112
31
$1.61M 0.87%
17,162
-1,837
32
$1.6M 0.86%
14,602
+2,099
33
$1.6M 0.86%
12,326
-189
34
$1.58M 0.85%
5,647
-958
35
$1.53M 0.83%
37,551
+2,337
36
$1.45M 0.78%
26,758
-1,446
37
$1.41M 0.76%
32,301
-95
38
$1.39M 0.75%
70,075
+6,245
39
$1.33M 0.72%
25,354
+6
40
$1.32M 0.71%
27,351
+10
41
$1.31M 0.71%
6,093
+38
42
$1.29M 0.7%
7,620
+672
43
$1.27M 0.69%
26,035
44
$1.26M 0.68%
+13,658
45
$1.21M 0.65%
6,995
-68
46
$1.15M 0.62%
9,048
+70
47
$1.13M 0.61%
15,409
+2
48
$1.12M 0.61%
6,416
+935
49
$1.11M 0.6%
20,382
50
$1.1M 0.6%
+11,733
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2
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