MIM

MTM Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.56%
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

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
476
$16.7K 0.01%
+310
477
$16.6K 0.01%
+16
478
$16.3K 0.01%
400
479
$16.1K 0.01%
+296
480
$16K 0.01%
+364
481
$16K 0.01%
+66
482
$16K 0.01%
+218
483
$15.9K 0.01%
+24
484
$15.8K 0.01%
+300
485
$15.8K 0.01%
+20
486
$15.6K 0.01%
810
487
$15.6K 0.01%
195
488
$15.4K 0.01%
+841
489
$15.2K 0.01%
+64
490
$15.1K 0.01%
659
+6
491
$15K 0.01%
+113
492
$14.8K 0.01%
+208
493
$14.8K 0.01%
+300
494
$14.8K 0.01%
+250
495
$14.6K ﹤0.01%
+47
496
$14.4K ﹤0.01%
+400
497
$14.4K ﹤0.01%
+45
498
$14.3K ﹤0.01%
+32
499
$14.2K ﹤0.01%
+246
500
$14.1K ﹤0.01%
+500