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
$176M
AUM Growth
-$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$401K
3
+$273K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$263K
5
ETN icon
Eaton
ETN
+$238K

Top Sells

1
+$367K
2
+$319K
3
+$263K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$212K
5
RTX icon
RTX Corp
RTX
+$208K

Sector Composition

1 Technology 11.51%
2 Healthcare 10.8%
3 Financials 9.47%
4 Energy 8.38%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.96%
16,186
-269
27
$1.58M 0.9%
39,467
+1,372
28
$1.57M 0.89%
51,852
-572
29
$1.56M 0.88%
5,638
-9
30
$1.53M 0.87%
12,121
-205
31
$1.49M 0.84%
17,162
32
$1.44M 0.82%
33,351
-4,200
33
$1.4M 0.8%
6,531
-195
34
$1.33M 0.75%
14,171
+513
35
$1.31M 0.75%
14,111
-491
36
$1.29M 0.73%
32,308
+7
37
$1.27M 0.72%
69,475
-600
38
$1.23M 0.7%
6,324
+231
39
$1.22M 0.69%
26,462
-296
40
$1.21M 0.69%
31,840
-3,099
41
$1.2M 0.68%
26,035
42
$1.19M 0.68%
27,363
+12
43
$1.19M 0.67%
7,267
-353
44
$1.17M 0.66%
6,983
+567
45
$1.11M 0.63%
25,359
+5
46
$1.1M 0.63%
11,586
-147
47
$1.1M 0.62%
7,087
48
$1.09M 0.62%
9,212
+164
49
$1.09M 0.62%
43,152
+7,925
50
$1.09M 0.62%
20,158
-224
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