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
551
$8.87K ﹤0.01%
989
552
$8.71K ﹤0.01%
270
553
$8.61K ﹤0.01%
30
554
$8.59K ﹤0.01%
226
555
$8.38K ﹤0.01%
125
556
$8.37K ﹤0.01%
50
557
$8.26K ﹤0.01%
82
558
$8.19K ﹤0.01%
666
559
$8.14K ﹤0.01%
32
560
$8.09K ﹤0.01%
151
561
$8.02K ﹤0.01%
40
562
$8.01K ﹤0.01%
49
563
$7.97K ﹤0.01%
85
564
$7.88K ﹤0.01%
27
565
$7.85K ﹤0.01%
93
566
$7.83K ﹤0.01%
24
567
$7.74K ﹤0.01%
215
568
$7.63K ﹤0.01%
51
569
$7.5K ﹤0.01%
235
570
$7.33K ﹤0.01%
98
571
$7.06K ﹤0.01%
235
572
$7.03K ﹤0.01%
302
573
$6.98K ﹤0.01%
14
574
$6.89K ﹤0.01%
200
575
$6.87K ﹤0.01%
114
21 22
23
24 25