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 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
476
$17.1K 0.01%
13
477
$17.1K 0.01%
179
478
$16.9K 0.01%
258
479
$16.7K 0.01%
200
480
$16.6K 0.01%
300
481
$16.3K 0.01%
47
482
$16K 0.01%
810
483
$15.9K 0.01%
300
484
$15.7K 0.01%
66
485
$15.4K ﹤0.01%
665
+6
486
$15.3K ﹤0.01%
64
487
$15.3K ﹤0.01%
600
488
$15.1K ﹤0.01%
249
+3
489
$14.8K ﹤0.01%
600
490
$14.8K ﹤0.01%
1,200
491
$14.7K ﹤0.01%
175
492
$14.7K ﹤0.01%
113
493
$14.7K ﹤0.01%
1,000
494
$14.6K ﹤0.01%
540
495
$14.6K ﹤0.01%
148
496
$14.5K ﹤0.01%
208
497
$14.3K ﹤0.01%
841
498
$14.3K ﹤0.01%
250
499
$14.2K ﹤0.01%
279
500
$14.1K ﹤0.01%
519