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

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
551
$8.7K ﹤0.01%
+98
552
$8.68K ﹤0.01%
+98
553
$8.51K ﹤0.01%
+215
554
$8.5K ﹤0.01%
+951
555
$8.37K ﹤0.01%
+40
556
$8.27K ﹤0.01%
200
557
$8.19K ﹤0.01%
+768
558
$8.16K ﹤0.01%
82
559
$8.14K ﹤0.01%
+666
560
$8.09K ﹤0.01%
+4,125
561
$8.08K ﹤0.01%
87
562
$8.06K ﹤0.01%
+1,200
563
$8.04K ﹤0.01%
+15
564
$8.04K ﹤0.01%
270
565
$8.02K ﹤0.01%
+126
566
$8.01K ﹤0.01%
+51
567
$7.97K ﹤0.01%
+226
568
$7.94K ﹤0.01%
+14
569
$7.88K ﹤0.01%
+30
570
$7.83K ﹤0.01%
+30
571
$7.82K ﹤0.01%
+1,330
572
$7.62K ﹤0.01%
+235
573
$7.58K ﹤0.01%
32
574
$7.58K ﹤0.01%
+100
575
$7.48K ﹤0.01%
+93
21 22
23
24 25