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
$193M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Sells

1 +$711K
2 +$341K
3 +$281K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$268K
5
QCOM icon
Qualcomm
QCOM
+$246K

Sector Composition

1 Healthcare 10.87%
2 Technology 10.4%
3 Financials 9.49%
4 Energy 9.06%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.88M 0.97%
4,110
+10
27
$1.81M 0.94%
38,021
-1,446
28
$1.75M 0.91%
5,539
-99
29
$1.72M 0.89%
51,853
+1
30
$1.68M 0.87%
16,010
-176
31
$1.56M 0.81%
33,003
-348
32
$1.54M 0.8%
16,862
-300
33
$1.5M 0.78%
7,018
+35
34
$1.49M 0.77%
7,041
+510
35
$1.46M 0.76%
14,138
+27
36
$1.35M 0.7%
13,330
-841
37
$1.34M 0.7%
26,035
38
$1.34M 0.7%
25,590
-872
39
$1.33M 0.69%
6,408
+84
40
$1.32M 0.69%
53,922
+10,770
41
$1.31M 0.68%
68,975
-500
42
$1.31M 0.68%
7,237
-30
43
$1.29M 0.67%
25,255
-104
44
$1.27M 0.66%
31,615
-693
45
$1.26M 0.66%
36,925
+5,454
46
$1.25M 0.65%
10,039
+827
47
$1.23M 0.64%
15,391
-114
48
$1.22M 0.64%
9,945
-2,176
49
$1.16M 0.6%
7,027
-60
50
$1.15M 0.6%
7,578