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
$198M
AUM Growth
-$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$656K
3
+$371K
4
DE icon
Deere & Co
DE
+$347K
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$217K

Top Sells

1
+$1.41M
2
+$789K
3
+$462K
4
AKAM icon
Akamai
AKAM
+$373K
5
HSY icon
Hershey
HSY
+$317K

Sector Composition

1 Technology 12.31%
2 Healthcare 11.16%
3 Energy 9.18%
4 Consumer Discretionary 7.85%
5 Financials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 0.92%
16,476
27
$1.82M 0.92%
39,570
-1,594
28
$1.79M 0.91%
11,524
+230
29
$1.77M 0.89%
42,432
+15,739
30
$1.7M 0.86%
8,620
+456
31
$1.69M 0.85%
29,158
+1
32
$1.67M 0.84%
31,284
+9
33
$1.56M 0.79%
9,525
-503
34
$1.53M 0.77%
18,410
-10
35
$1.52M 0.77%
17,108
+17
36
$1.52M 0.77%
13,453
+40
37
$1.5M 0.76%
26,035
38
$1.46M 0.74%
60,698
+727
39
$1.45M 0.73%
29,290
+1,374
40
$1.42M 0.72%
8,872
41
$1.41M 0.71%
13,657
42
$1.41M 0.71%
51,330
-285
43
$1.35M 0.68%
7,311
+36
44
$1.3M 0.65%
6,369
-82
45
$1.29M 0.65%
14,594
-310
46
$1.28M 0.64%
7,532
+224
47
$1.26M 0.63%
69,330
+3,550
48
$1.25M 0.63%
9,834
+40
49
$1.25M 0.63%
8,548
+391
50
$1.24M 0.63%
20,907
-750
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