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

Top Sells

1
+$1.57M
2
+$1.1M
3
+$359K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$251K
5
ARLP icon
Alliance Resource Partners
ARLP
+$243K

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
501
$14K ﹤0.01%
+86
502
$14K ﹤0.01%
+31
503
$13.7K ﹤0.01%
+1,000
504
$13.5K ﹤0.01%
+148
505
$13.4K ﹤0.01%
+100
506
$13.4K ﹤0.01%
+7,737
507
$13.3K ﹤0.01%
+504
508
$13.3K ﹤0.01%
+540
509
$13.1K ﹤0.01%
+206
510
$12.9K ﹤0.01%
+175
511
$12.7K ﹤0.01%
+1,108
512
$12.4K ﹤0.01%
+32
513
$12.4K ﹤0.01%
+519
514
$12.3K ﹤0.01%
+225
515
$12.1K ﹤0.01%
+233
516
$11.9K ﹤0.01%
85
517
$11.9K ﹤0.01%
+60
518
$11.7K ﹤0.01%
+406
519
$11.7K ﹤0.01%
+226
520
$11.7K ﹤0.01%
+50
521
$11.6K ﹤0.01%
+102
522
$11.1K ﹤0.01%
98
523
$11.1K ﹤0.01%
+100
524
$11K ﹤0.01%
100
525
$10.9K ﹤0.01%
+158
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