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
$313M
AUM Growth
-$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Sells

1 +$1.09M
2 +$873K
3 +$722K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$580K
5
LLY icon
Eli Lilly
LLY
+$576K

Sector Composition

1 Technology 11.72%
2 Financials 10.52%
3 Healthcare 9.34%
4 Consumer Discretionary 8.72%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VB icon
551
Vanguard Small-Cap ETF
VB
$77B
$8.25K ﹤0.01%
32
QBTS icon
552
D-Wave Quantum
QBTS
$8.2B
$7.84K ﹤0.01%
300
-300
NXT icon
553
Nextpower Inc
NXT
$21.2B
$7.84K ﹤0.01%
90
IBB icon
554
iShares Biotechnology ETF
IBB
$8.06B
$7.79K ﹤0.01%
46
ALC icon
555
Alcon
ALC
$31.2B
$7.75K ﹤0.01%
98
REGN icon
556
Regeneron Pharmaceuticals
REGN
$74.7B
$7.72K ﹤0.01%
10
WAB icon
557
Wabtec
WAB
$45.7B
$7.71K ﹤0.01%
36
-4
BTC
558
Grayscale Bitcoin Mini Trust ETF
BTC
$4.32B
$7.55K ﹤0.01%
195
LH icon
559
Labcorp
LH
$20.8B
$7.53K ﹤0.01%
30
ISRG icon
560
Intuitive Surgical
ISRG
$152B
$7.36K ﹤0.01%
13
LYV icon
561
Live Nation Entertainment
LYV
$39.6B
$6.98K ﹤0.01%
49
OMFL icon
562
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.69B
$6.97K ﹤0.01%
114
BP icon
563
BP
BP
$114B
$6.95K ﹤0.01%
200
IEX icon
564
IDEX
IEX
$15.6B
$6.94K ﹤0.01%
39
QQQM icon
565
Invesco NASDAQ 100 ETF
QQQM
$90.3B
$6.83K ﹤0.01%
27
GNRC icon
566
Generac Holdings
GNRC
$16.3B
$6.82K ﹤0.01%
50
BRO icon
567
Brown & Brown
BRO
$18.9B
$6.78K ﹤0.01%
85
MTN icon
568
Vail Resorts
MTN
$4.33B
$6.77K ﹤0.01%
51
FERG icon
569
Ferguson
FERG
$45B
$6.68K ﹤0.01%
30
QCOM icon
570
Qualcomm
QCOM
$211B
$6.67K ﹤0.01%
39
SCHX icon
571
Schwab US Large- Cap ETF
SCHX
$70.9B
$6.46K ﹤0.01%
240
PII icon
572
Polaris
PII
$3.76B
$6.45K ﹤0.01%
102
BUD icon
573
AB InBev
BUD
$156B
$6.4K ﹤0.01%
100
ICOW icon
574
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.85B
$6.38K ﹤0.01%
165
CSGP icon
575
CoStar Group
CSGP
$13B
$6.25K ﹤0.01%
93