MIM

MTM Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.14M
3
+$688K
4
TSLA icon
Tesla
TSLA
+$675K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$629K

Top Sells

1
+$1.57M
2
+$1.1M
3
+$359K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$251K
5
ARLP icon
Alliance Resource Partners
ARLP
+$243K

Sector Composition

1 Technology 13.28%
2 Financials 10.22%
3 Healthcare 8.63%
4 Consumer Discretionary 8.11%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 0.8%
18,924
+18
27
$2.37M 0.8%
6,465
+7
28
$2.36M 0.79%
49,966
29
$2.36M 0.79%
19,077
+1,815
30
$2.35M 0.79%
14,916
-55
31
$2.33M 0.78%
13,517
+193
32
$2.29M 0.77%
8,492
-168
33
$2.25M 0.76%
69,090
34
$2.21M 0.74%
12,176
-117
35
$2.2M 0.74%
8,585
-7
36
$2.17M 0.73%
9,883
+387
37
$2.14M 0.72%
34,050
-60
38
$2M 0.67%
38,254
-63
39
$1.94M 0.65%
8,331
+281
40
$1.86M 0.63%
25,093
-637
41
$1.86M 0.62%
20,602
+893
42
$1.77M 0.6%
3,646
+118
43
$1.7M 0.57%
4,773
+198
44
$1.68M 0.56%
12,689
+2,412
45
$1.63M 0.55%
10,646
-37
46
$1.62M 0.54%
8,878
47
$1.61M 0.54%
7,009
+242
48
$1.57M 0.53%
6,086
-25
49
$1.52M 0.51%
12,873
-342
50
$1.51M 0.51%
16,626
+6,476
1
2
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