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
$3.36B
$16.7K 0.01%
+310
GWW icon
477
W.W. Grainger
GWW
$44B
$16.6K 0.01%
+16
XLU icon
478
Utilities Select Sector SPDR Fund
XLU
$21.8B
$16.3K 0.01%
200
FLQM icon
479
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.69B
$16.1K 0.01%
+296
FBNC icon
480
First Bancorp
FBNC
$2.11B
$16K 0.01%
+364
BR icon
481
Broadridge
BR
$26.4B
$16K 0.01%
+66
TD icon
482
Toronto Dominion Bank
TD
$139B
$16K 0.01%
+218
VGT icon
483
Vanguard Information Technology ETF
VGT
$109B
$15.9K 0.01%
+24
IGSB icon
484
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
$15.8K 0.01%
+300
INTU icon
485
Intuit
INTU
$185B
$15.8K 0.01%
+20
FID icon
486
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$125M
$15.6K 0.01%
810
SLYV icon
487
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.08B
$15.6K 0.01%
195
PAA icon
488
Plains All American Pipeline
PAA
$12B
$15.4K 0.01%
+841
TMUS icon
489
T-Mobile US
TMUS
$242B
$15.2K 0.01%
+64
GOVT icon
490
iShares US Treasury Bond ETF
GOVT
$28.2B
$15.1K 0.01%
659
+6
KKR icon
491
KKR & Co
KKR
$107B
$15K 0.01%
+113
NKE icon
492
Nike
NKE
$94.9B
$14.8K 0.01%
+208
GM icon
493
General Motors
GM
$65.8B
$14.8K 0.01%
+300
GMED icon
494
Globus Medical
GMED
$11.3B
$14.8K 0.01%
+250
SNA icon
495
Snap-on
SNA
$17.2B
$14.6K ﹤0.01%
+47
AMH icon
496
American Homes 4 Rent
AMH
$11.9B
$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
$10.2B
$14.3K ﹤0.01%
+32
O icon
499
Realty Income
O
$52.3B
$14.2K ﹤0.01%
+246
CCL icon
500
Carnival Corp
CCL
$34.2B
$14.1K ﹤0.01%
+500