MIM

MTM Investment Management Portfolio holdings

AUM $315M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$925K
2
+$896K
3
+$838K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$317K
5
PH icon
Parker-Hannifin
PH
+$238K

Top Sells

1
+$1M
2
+$806K
3
+$676K
4
BLK icon
Blackrock
BLK
+$617K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$575K

Sector Composition

1 Technology 12.98%
2 Healthcare 9.75%
3 Financials 8.29%
4 Consumer Discretionary 8.26%
5 Energy 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 0.96%
13,322
+10
27
$2.41M 0.94%
13,485
-348
28
$2.41M 0.94%
69,790
29
$2.19M 0.85%
9,704
+29
30
$2.13M 0.83%
15,246
-1,086
31
$2.13M 0.83%
8,574
-49
32
$2.06M 0.8%
51,476
33
$2.05M 0.8%
34,484
-144
34
$1.98M 0.77%
17,236
+26
35
$1.96M 0.76%
26,035
36
$1.93M 0.75%
12,066
+38
37
$1.86M 0.73%
8,660
38
$1.83M 0.71%
9,840
+202
39
$1.79M 0.7%
30,629
-9,856
40
$1.76M 0.69%
38,596
+345
41
$1.74M 0.68%
9,840
-630
42
$1.6M 0.62%
20,070
43
$1.55M 0.6%
29,343
-7,942
44
$1.52M 0.59%
4,566
+5
45
$1.51M 0.59%
13,232
-130
46
$1.49M 0.58%
13,599
-249
47
$1.48M 0.58%
3,213
+110
48
$1.48M 0.58%
6,187
-226
49
$1.45M 0.56%
18,130
50
$1.4M 0.54%
8,285
-305
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