MIM

MTM Investment Management Portfolio holdings

AUM $316M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.34M
3
+$625K
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$623K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$479K

Top Sells

1
+$1.88M
2
+$247K
3
+$242K
4
HD icon
Home Depot
HD
+$184K
5
MSFT icon
Microsoft
MSFT
+$178K

Sector Composition

1 Technology 12.72%
2 Financials 10.35%
3 Consumer Discretionary 8.89%
4 Healthcare 8.28%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 0.85%
18,918
-6
27
$2.61M 0.83%
50,535
+569
28
$2.58M 0.82%
8,586
+1
29
$2.45M 0.78%
14,612
-304
30
$2.43M 0.77%
5,997
-468
31
$2.33M 0.74%
8,312
-180
32
$2.32M 0.74%
65,428
-3,662
33
$2.28M 0.72%
12,015
-161
34
$2.21M 0.7%
32,847
-1,203
35
$2.18M 0.69%
9,931
+48
36
$2.07M 0.66%
20,399
+14,186
37
$2.06M 0.65%
38,204
-50
38
$2.05M 0.65%
94,705
+29,250
39
$1.97M 0.63%
19,967
-635
40
$1.93M 0.61%
24,678
-415
41
$1.92M 0.61%
10,334
-312
42
$1.88M 0.6%
3,746
+100
43
$1.85M 0.59%
6,140
+54
44
$1.8M 0.57%
4,802
+29
45
$1.79M 0.57%
16,452
-174
46
$1.78M 0.57%
8,985
+146
47
$1.74M 0.55%
9,305
+125
48
$1.68M 0.54%
13,068
-449
49
$1.64M 0.52%
67,371
+19,771
50
$1.63M 0.52%
17,768
-232
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