MIM

MTM Investment Management Portfolio holdings

AUM $315M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
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 +$2.68M
2 +$1.23M
3 +$711K
4
DECK icon
Deckers Outdoor
DECK
+$640K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$632K

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
LYV icon
576
Live Nation Entertainment
LYV
$31.5B
$7.41K ﹤0.01%
+49
CPS icon
577
Cooper-Standard Automotive
CPS
$562M
$7.4K ﹤0.01%
+344
EEM icon
578
iShares MSCI Emerging Markets ETF
EEM
$20.9B
$7.31K ﹤0.01%
151
+1
GNRC icon
579
Generac Holdings
GNRC
$8.87B
$7.16K ﹤0.01%
+50
ISRG icon
580
Intuitive Surgical
ISRG
$195B
$7.06K ﹤0.01%
+13
SIRI icon
581
SiriusXM
SIRI
$7.24B
$6.94K ﹤0.01%
+302
IEX icon
582
IDEX
IEX
$12.3B
$6.85K ﹤0.01%
+39
SMH icon
583
VanEck Semiconductor ETF
SMH
$35.1B
$6.69K ﹤0.01%
+24
DY icon
584
Dycom Industries
DY
$8.43B
$6.6K ﹤0.01%
+27
OMFL icon
585
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.96B
$6.59K ﹤0.01%
+114
FERG icon
586
Ferguson
FERG
$48.7B
$6.53K ﹤0.01%
+30
ODFL icon
587
Old Dominion Freight Line
ODFL
$27.7B
$6.53K ﹤0.01%
+40
SLVM icon
588
Sylvamo
SLVM
$1.77B
$6.31K ﹤0.01%
+126
QCOM icon
589
Qualcomm
QCOM
$186B
$6.21K ﹤0.01%
+39
QQQM icon
590
Invesco NASDAQ 100 ETF
QQQM
$63.9B
$6.13K ﹤0.01%
+27
BP icon
591
BP
BP
$93.4B
$5.99K ﹤0.01%
+200
PPG icon
592
PPG Industries
PPG
$21.8B
$5.92K ﹤0.01%
+52
SCHX icon
593
Schwab US Large- Cap ETF
SCHX
$61.3B
$5.87K ﹤0.01%
240
EWA icon
594
iShares MSCI Australia ETF
EWA
$1.47B
$5.84K ﹤0.01%
+222
IBB icon
595
iShares Biotechnology ETF
IBB
$6.57B
$5.83K ﹤0.01%
46
LTC
596
LTC Properties
LTC
$1.72B
$5.79K ﹤0.01%
+167
PINS icon
597
Pinterest
PINS
$18B
$5.77K ﹤0.01%
+161
RYN icon
598
Rayonier
RYN
$3.35B
$5.77K ﹤0.01%
+260
HELE icon
599
Helen of Troy
HELE
$426M
$5.68K ﹤0.01%
+200
AIVL icon
600
WisdomTree US AI Enhanced Value Fund
AIVL
$387M
$5.65K ﹤0.01%
50