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
526
$10.9K ﹤0.01%
260
527
$10.8K ﹤0.01%
95
528
$10.8K ﹤0.01%
122
529
$10.7K ﹤0.01%
305
530
$10.3K ﹤0.01%
32
531
$10.3K ﹤0.01%
402
532
$10.3K ﹤0.01%
55
-6
533
$10.2K ﹤0.01%
98
534
$10.1K ﹤0.01%
30
535
$9.95K ﹤0.01%
90
536
$9.94K ﹤0.01%
406
537
$9.87K ﹤0.01%
195
538
$9.85K ﹤0.01%
219
539
$9.76K ﹤0.01%
606
540
$9.62K ﹤0.01%
2,000
541
$9.59K ﹤0.01%
35
542
$9.58K ﹤0.01%
15
543
$9.42K ﹤0.01%
952
+1
544
$9.23K ﹤0.01%
30
545
$9.21K ﹤0.01%
87
546
$9.02K ﹤0.01%
200
547
$9K ﹤0.01%
100
548
$8.96K ﹤0.01%
126
549
$8.92K ﹤0.01%
1,330
550
$8.91K ﹤0.01%
768
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