MIM

MTM Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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

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
526
$10.9K ﹤0.01%
+122
527
$10.9K ﹤0.01%
260
528
$10.9K ﹤0.01%
+65
529
$10.7K ﹤0.01%
+219
530
$10.5K ﹤0.01%
+30
531
$10.5K ﹤0.01%
+61
532
$10.5K ﹤0.01%
+30
533
$10.5K ﹤0.01%
+2,555
534
$10.4K ﹤0.01%
+2,000
535
$10.3K ﹤0.01%
+989
536
$10.2K ﹤0.01%
95
537
$10.2K ﹤0.01%
+258
538
$10.2K ﹤0.01%
+500
539
$9.92K ﹤0.01%
+101
540
$9.87K ﹤0.01%
+235
541
$9.75K ﹤0.01%
+125
542
$9.64K ﹤0.01%
305
543
$9.58K ﹤0.01%
402
544
$9.43K ﹤0.01%
+35
545
$9.42K ﹤0.01%
+85
546
$9.31K ﹤0.01%
+195
547
$9.31K ﹤0.01%
406
548
$8.95K ﹤0.01%
90
549
$8.84K ﹤0.01%
+606
550
$8.78K ﹤0.01%
+600