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
$316M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1 +$672K
2 +$546K
3 +$509K
4
WFC icon
Wells Fargo
WFC
+$433K
5
LAMR icon
Lamar Advertising Co
LAMR
+$414K

Top Sells

1 +$322K
2 +$295K
3 +$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
$146B
$5.99K ﹤0.01%
13
ARKK icon
577
ARK Innovation ETF
ARKK
$6.83B
$5.88K ﹤0.01%
87
+70
BTC
578
Grayscale Bitcoin Mini Trust ETF
BTC
$3.79B
$5.85K ﹤0.01%
195
AIVL icon
579
WisdomTree US AI Enhanced Value Fund
AIVL
$404M
$5.79K ﹤0.01%
50
TRP icon
580
TC Energy
TRP
$68.9B
$5.63K ﹤0.01%
90
GUT
581
Gabelli Utility Trust
GUT
$562M
$5.58K ﹤0.01%
922
PII icon
582
Polaris
PII
$3.85B
$5.56K ﹤0.01%
102
BRO icon
583
Brown & Brown
BRO
$19.3B
$5.54K ﹤0.01%
85
ROKU icon
584
Roku
ROKU
$19.1B
$5.2K ﹤0.01%
55
CCL icon
585
Carnival Corporation Ltd
CCL
$38.1B
$5.18K ﹤0.01%
200
QCOM icon
586
Qualcomm
QCOM
$241B
$5.02K ﹤0.01%
39
RSPT icon
587
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.8B
$4.98K ﹤0.01%
110
ROP icon
588
Roper Technologies
ROP
$34.7B
$4.95K ﹤0.01%
14
EOG icon
589
EOG Resources
EOG
$72.8B
$4.92K ﹤0.01%
34
DOW icon
590
Dow Inc
DOW
$25B
$4.87K ﹤0.01%
117
BWA icon
591
BorgWarner
BWA
$14.6B
$4.78K ﹤0.01%
88
NKTR icon
592
Nektar Therapeutics
NKTR
$2.16B
$4.75K ﹤0.01%
66
SIRI icon
593
SiriusXM
SIRI
$9.78B
$4.62K ﹤0.01%
200
SLVM icon
594
Sylvamo
SLVM
$1.56B
$4.56K ﹤0.01%
108
-18
AVY icon
595
Avery Dennison
AVY
$11.9B
$4.49K ﹤0.01%
26
QBTS icon
596
D-Wave Quantum
QBTS
$10.8B
$4.33K ﹤0.01%
300
UBER icon
597
Uber
UBER
$150B
$4.32K ﹤0.01%
60
LPLA icon
598
LPL Financial
LPLA
$22B
$4.21K ﹤0.01%
14
ARCO icon
599
Arcos Dorados Holdings
ARCO
$1.85B
$4.13K ﹤0.01%
500
IUSV icon
600
iShares Core S&P US Value ETF
IUSV
$26B
$4.09K ﹤0.01%
40