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MIM

MTM Investment Management Portfolio holdings

AUM $316M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
+1.26%
1 Year Est. Return
+19.47%
3 Year Est. Return
+71.67%
5 Year Est. Return
+90.13%
10 Year Est. Return
–
AUM
$316M
AUM Growth
+$2.36M
Cap. Flow
+$3.59M
Cap. Flow %
1.14%
Top 10 Hldgs %
27.48%
Holding
722
New
12
Increased
115
Reduced
62
Closed
13

Top Buys

1
GDDY icon
GoDaddy
GDDY
+$672K
2
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$546K
3
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$509K
4
WFC icon
Wells Fargo
WFC
+$433K
5
LAMR icon
Lamar Advertising Co
LAMR
+$414K

Top Sells

1
CCI icon
Crown Castle
CCI
+$322K
2
PAYX icon
Paychex
PAYX
+$295K
3
MSTR icon
Strategy Inc
MSTR
+$287K
4
B
Barrick Mining
B
+$116K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$89.1K

Sector Composition

1 Technology 10.66%
2 Financials 9.84%
3 Healthcare 8.95%
4 Energy 8.65%
5 Consumer Discretionary 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
576
Intuitive Surgical
ISRG
$142B
$5.99K ﹤0.01%
13
– –
ARKK icon
577
ARK Innovation ETF
ARKK
$6.27B
$5.88K ﹤0.01%
87
+70
+412% +$5.19K
BTC
578
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
$5.85K ﹤0.01%
195
– –
AIVL icon
579
WisdomTree US AI Enhanced Value Fund
AIVL
$424M
$5.79K ﹤0.01%
50
– –
TRP icon
580
TC Energy
TRP
$72.8B
$5.63K ﹤0.01%
90
– –
GUT
581
Gabelli Utility Trust
GUT
$600M
$5.58K ﹤0.01%
922
– –
PII icon
582
Polaris
PII
$4.2B
$5.56K ﹤0.01%
102
– –
BRO icon
583
Brown & Brown
BRO
$23.5B
$5.54K ﹤0.01%
85
– –
ROKU icon
584
Roku
ROKU
$21.3B
$5.2K ﹤0.01%
55
– –
CCL icon
585
Carnival Corporation Ltd
CCL
$36.8B
$5.18K ﹤0.01%
200
– –
QCOM icon
586
Qualcomm
QCOM
$180B
$5.02K ﹤0.01%
39
– –
RSPT icon
587
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.41B
$4.98K ﹤0.01%
110
– –
ROP icon
588
Roper Technologies
ROP
$36.8B
$4.95K ﹤0.01%
14
– –
EOG icon
589
EOG Resources
EOG
$73.7B
$4.92K ﹤0.01%
34
– –
DOW icon
590
Dow Inc
DOW
$21.1B
$4.87K ﹤0.01%
117
– –
BWA icon
591
BorgWarner
BWA
$12.9B
$4.78K ﹤0.01%
88
– –
NKTR icon
592
Nektar Therapeutics
NKTR
$2.27B
$4.75K ﹤0.01%
66
– –
SIRI icon
593
SiriusXM
SIRI
$10.5B
$4.62K ﹤0.01%
200
– –
SLVM icon
594
Sylvamo
SLVM
$1.57B
$4.56K ﹤0.01%
108
-18
-14% -$842
AVY icon
595
Avery Dennison
AVY
$12.5B
$4.49K ﹤0.01%
26
– –
QBTS icon
596
D-Wave Quantum
QBTS
$6.27B
$4.33K ﹤0.01%
300
– –
UBER icon
597
Uber
UBER
$151B
$4.32K ﹤0.01%
60
– –
LPLA icon
598
LPL Financial
LPLA
$26.5B
$4.21K ﹤0.01%
14
– –
ARCO icon
599
Arcos Dorados Holdings
ARCO
$1.75B
$4.13K ﹤0.01%
500
– –
IUSV icon
600
iShares Core S&P US Value ETF
IUSV
$27.2B
$4.09K ﹤0.01%
40
– –
22 23
24
25 26

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