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
$298M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1 +$2.68M
2 +$1.23M
3 +$711K
4
DECK icon
Deckers Outdoor
DECK
+$640K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$632K

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
CXT icon
476
Crane NXT
CXT
$3B
$16.7K 0.01%
+310
GWW icon
477
W.W. Grainger
GWW
$50.8B
$16.6K 0.01%
+16
XLU icon
478
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
$16.3K 0.01%
400
FLQM icon
479
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.8B
$16.1K 0.01%
+296
FBNC icon
480
First Bancorp
FBNC
$2.4B
$16K 0.01%
+364
BR icon
481
Broadridge
BR
$25.5B
$16K 0.01%
+66
TD icon
482
Toronto Dominion Bank
TD
$157B
$16K 0.01%
+218
VGT icon
483
Vanguard Information Technology ETF
VGT
$114B
$15.9K 0.01%
+24
IGSB icon
484
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
$15.8K 0.01%
+300
INTU icon
485
Intuit
INTU
$152B
$15.8K 0.01%
+20
FID icon
486
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$133M
$15.6K 0.01%
810
SLYV icon
487
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.41B
$15.6K 0.01%
195
PAA icon
488
Plains All American Pipeline
PAA
$13.7B
$15.4K 0.01%
+841
TMUS icon
489
T-Mobile US
TMUS
$208B
$15.2K 0.01%
+64
GOVT icon
490
iShares US Treasury Bond ETF
GOVT
$33.7B
$15.1K 0.01%
659
+6
KKR icon
491
KKR & Co
KKR
$117B
$15K 0.01%
+113
NKE icon
492
Nike
NKE
$95.3B
$14.8K 0.01%
+208
GM icon
493
General Motors
GM
$75.4B
$14.8K 0.01%
+300
GMED icon
494
Globus Medical
GMED
$12.5B
$14.8K 0.01%
+250
SNA icon
495
Snap-on
SNA
$18.8B
$14.6K ﹤0.01%
+47
AMH icon
496
American Homes 4 Rent
AMH
$12B
$14.4K ﹤0.01%
+400
AJG icon
497
Arthur J. Gallagher & Co
AJG
$66.4B
$14.4K ﹤0.01%
+45
FDS icon
498
Factset
FDS
$10.7B
$14.3K ﹤0.01%
+32
O icon
499
Realty Income
O
$56.4B
$14.2K ﹤0.01%
+246
CCL icon
500
Carnival Corp
CCL
$38B
$14.1K ﹤0.01%
+500