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 Buys

1
+$1.55M
2
+$1.34M
3
+$625K
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$623K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$479K

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
501
$14.1K ﹤0.01%
70
+49
502
$14K ﹤0.01%
206
503
$13.9K ﹤0.01%
45
504
$13.7K ﹤0.01%
225
-75
505
$13.5K ﹤0.01%
233
506
$13.4K ﹤0.01%
31
507
$13.3K ﹤0.01%
2,545
-10
508
$13.3K ﹤0.01%
400
509
$13K ﹤0.01%
175
510
$12.7K ﹤0.01%
344
511
$12.6K ﹤0.01%
85
512
$12.5K ﹤0.01%
406
513
$12.4K ﹤0.01%
225
514
$12.3K ﹤0.01%
500
515
$12.3K ﹤0.01%
50
516
$12.3K ﹤0.01%
98
517
$12K ﹤0.01%
100
518
$11.9K ﹤0.01%
60
519
$11.8K ﹤0.01%
140
-170
520
$11.8K ﹤0.01%
300
521
$11.7K ﹤0.01%
509
+5
522
$11.6K ﹤0.01%
86
523
$11.1K ﹤0.01%
100
524
$11K ﹤0.01%
65
525
$11K ﹤0.01%
101
19 20
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