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
NDAQ icon
526
Nasdaq
NDAQ
$49.7B
$10.9K ﹤0.01%
+122
HYLS icon
527
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
$10.9K ﹤0.01%
260
EGP icon
528
EastGroup Properties
EGP
$9.42B
$10.9K ﹤0.01%
+65
CPRT icon
529
Copart
CPRT
$39.8B
$10.7K ﹤0.01%
+219
COIN icon
530
Coinbase
COIN
$76.6B
$10.5K ﹤0.01%
+30
BDX icon
531
Becton Dickinson
BDX
$55.3B
$10.5K ﹤0.01%
+61
APP icon
532
Applovin
APP
$188B
$10.5K ﹤0.01%
+30
DENN icon
533
Denny's
DENN
$316M
$10.5K ﹤0.01%
+2,555
NOK icon
534
Nokia
NOK
$37.3B
$10.4K ﹤0.01%
+2,000
HLN icon
535
Haleon
HLN
$42.7B
$10.3K ﹤0.01%
+989
SPGP icon
536
Invesco S&P 500 GARP ETF
SPGP
$2.61B
$10.2K ﹤0.01%
95
IONS icon
537
Ionis Pharmaceuticals
IONS
$11.6B
$10.2K ﹤0.01%
+258
HAL icon
538
Halliburton
HAL
$23B
$10.2K ﹤0.01%
+500
SJM icon
539
J.M. Smucker
SJM
$11.6B
$9.92K ﹤0.01%
+101
KD icon
540
Kyndryl
KD
$5.88B
$9.87K ﹤0.01%
+235
CTSH icon
541
Cognizant
CTSH
$35B
$9.75K ﹤0.01%
+125
FTXR icon
542
First Trust Nasdaq Transportation ETF
FTXR
$35.5M
$9.64K ﹤0.01%
305
SCHB icon
543
Schwab US Broad Market ETF
SCHB
$37.4B
$9.58K ﹤0.01%
402
ECL icon
544
Ecolab
ECL
$73.2B
$9.43K ﹤0.01%
+35
BRO icon
545
Brown & Brown
BRO
$27.6B
$9.42K ﹤0.01%
+85
BTC
546
Grayscale Bitcoin Mini Trust ETF
BTC
$4.12B
$9.31K ﹤0.01%
+195
IFV icon
547
First Trust Dorsey Wright International Focus 5 ETF
IFV
$174M
$9.31K ﹤0.01%
406
IJS icon
548
iShares S&P Small-Cap 600 Value ETF
IJS
$6.63B
$8.95K ﹤0.01%
90
FNB icon
549
FNB Corp
FNB
$5.68B
$8.84K ﹤0.01%
+606
QBTS icon
550
D-Wave Quantum
QBTS
$8.27B
$8.78K ﹤0.01%
+600