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
$242M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$763K
3
+$743K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$484K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$473K

Top Sells

1
+$481K
2
+$422K
3
+$242K
4
SCVL icon
Shoe Carnival
SCVL
+$231K
5
UPS icon
United Parcel Service
UPS
+$222K

Sector Composition

1 Technology 12.38%
2 Healthcare 11.04%
3 Financials 8.46%
4 Consumer Discretionary 8.2%
5 Energy 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 0.97%
17,710
+600
27
$2.2M 0.91%
16,342
-85
28
$2.2M 0.91%
8,622
+1
29
$2.15M 0.89%
13,445
-8
30
$2.07M 0.85%
36,769
-830
31
$1.99M 0.82%
9,559
+15
32
$1.95M 0.81%
51,475
+144
33
$1.91M 0.79%
12,079
+43
34
$1.9M 0.78%
26,035
35
$1.9M 0.78%
38,034
-233
36
$1.89M 0.78%
31,477
+193
37
$1.83M 0.75%
13,848
+191
38
$1.81M 0.75%
31,112
+1,001
39
$1.79M 0.74%
8,742
-100
40
$1.77M 0.73%
9,813
-58
41
$1.74M 0.72%
17,168
+60
42
$1.72M 0.71%
10,110
-160
43
$1.59M 0.65%
6,450
+79
44
$1.58M 0.65%
37,583
+332
45
$1.54M 0.64%
28,410
-149
46
$1.52M 0.63%
4,873
+141
47
$1.39M 0.57%
8,566
+24
48
$1.39M 0.57%
14,341
+23
49
$1.38M 0.57%
58,267
-1,804
50
$1.38M 0.57%
19,770
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