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
$316M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1 +$672K
2 +$546K
3 +$509K
4
WFC icon
Wells Fargo
WFC
+$433K
5
LAMR icon
Lamar Advertising Co
LAMR
+$414K

Top Sells

1 +$322K
2 +$295K
3 +$287K
4
B
Barrick Mining
B
+$116K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$89.1K

Sector Composition

1 Technology 10.66%
2 Financials 9.84%
3 Healthcare 8.95%
4 Energy 8.65%
5 Consumer Discretionary 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VSNT
501
Versant Media Group
VSNT
$6.03B
$11.6K ﹤0.01%
+313
VOD icon
502
Vodafone
VOD
$34.5B
$11.5K ﹤0.01%
768
DHR icon
503
Danaher
DHR
$127B
$11.4K ﹤0.01%
60
JBLU icon
504
JetBlue
JBLU
$1.92B
$11.3K ﹤0.01%
2,556
NWL icon
505
Newell Brands
NWL
$1.42B
$11.2K ﹤0.01%
3,263
+61
AMH icon
506
American Homes 4 Rent
AMH
$11.6B
$11.2K ﹤0.01%
400
DPZ icon
507
Domino's
DPZ
$10.4B
$11.1K ﹤0.01%
31
TIP icon
508
iShares TIPS Bond ETF
TIP
$15B
$11K ﹤0.01%
100
NVO
509
Novo Nordisk
NVO
$195B
$11K ﹤0.01%
300
NXT icon
510
Nextpower Inc
NXT
$21.8B
$10.8K ﹤0.01%
90
PRME icon
511
Prime Medicine
PRME
$614M
$10.8K ﹤0.01%
3,090
BR icon
512
Broadridge
BR
$18.5B
$10.7K ﹤0.01%
66
IJS icon
513
iShares S&P Small-Cap 600 Value ETF
IJS
$8.25B
$10.7K ﹤0.01%
90
IYZ icon
514
iShares US Telecommunications ETF
IYZ
$1.11B
$10.6K ﹤0.01%
270
KKR icon
515
KKR & Co
KKR
$85.3B
$10.5K ﹤0.01%
113
PYZ icon
516
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
$84M
$10.4K ﹤0.01%
87
NDAQ icon
517
Nasdaq
NDAQ
$52.5B
$10.4K ﹤0.01%
122
IFV icon
518
First Trust Dorsey Wright International Focus 5 ETF
IFV
$258M
$10.3K ﹤0.01%
406
SPGP icon
519
Invesco S&P 500 GARP ETF
SPGP
$2.2B
$10.2K ﹤0.01%
95
SABR icon
520
Sabre
SABR
$747M
$10.1K ﹤0.01%
6,999
FNB icon
521
FNB Corp
FNB
$6.09B
$10.1K ﹤0.01%
606
SCHB icon
522
Schwab US Broad Market ETF
SCHB
$43.4B
$10.1K ﹤0.01%
402
HLN icon
523
Haleon
HLN
$39.1B
$9.9K ﹤0.01%
989
HMC icon
524
Honda
HMC
$34B
$9.87K ﹤0.01%
406
LW icon
525
Lamb Weston
LW
$5.88B
$9.85K ﹤0.01%
233