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
576
$7.41K ﹤0.01%
+49
577
$7.4K ﹤0.01%
+344
578
$7.31K ﹤0.01%
151
+1
579
$7.16K ﹤0.01%
+50
580
$7.06K ﹤0.01%
+13
581
$6.94K ﹤0.01%
+302
582
$6.85K ﹤0.01%
+39
583
$6.69K ﹤0.01%
+24
584
$6.6K ﹤0.01%
+27
585
$6.59K ﹤0.01%
+114
586
$6.53K ﹤0.01%
+30
587
$6.53K ﹤0.01%
+40
588
$6.31K ﹤0.01%
+126
589
$6.21K ﹤0.01%
+39
590
$6.13K ﹤0.01%
+27
591
$5.99K ﹤0.01%
+200
592
$5.92K ﹤0.01%
+52
593
$5.87K ﹤0.01%
240
594
$5.84K ﹤0.01%
+222
595
$5.83K ﹤0.01%
46
596
$5.79K ﹤0.01%
+167
597
$5.77K ﹤0.01%
+161
598
$5.77K ﹤0.01%
+273
599
$5.68K ﹤0.01%
+200
600
$5.65K ﹤0.01%
50
22 23
24
25 26