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
$315M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.34M
3
+$625K
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$623K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$479K

Top Sells

1
+$1.88M
2
+$247K
3
+$242K
4
HD icon
Home Depot
HD
+$184K
5
MSFT icon
Microsoft
MSFT
+$178K

Sector Composition

1 Technology 12.72%
2 Financials 10.35%
3 Consumer Discretionary 8.89%
4 Healthcare 8.28%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6.74K ﹤0.01%
30
577
$6.67K ﹤0.01%
27
578
$6.66K ﹤0.01%
90
579
$6.65K ﹤0.01%
46
580
$6.49K ﹤0.01%
39
581
$6.35K ﹤0.01%
39
582
$6.32K ﹤0.01%
240
583
$6.17K ﹤0.01%
167
584
$6.01K ﹤0.01%
165
585
$5.99K ﹤0.01%
222
586
$5.99K ﹤0.01%
50
587
$5.96K ﹤0.01%
100
+24
588
$5.93K ﹤0.01%
102
589
$5.88K ﹤0.01%
60
590
$5.82K ﹤0.01%
342
591
$5.82K ﹤0.01%
4,125
592
$5.81K ﹤0.01%
13
593
$5.78K ﹤0.01%
200
-300
594
$5.76K ﹤0.01%
875
595
$5.71K ﹤0.01%
50
596
$5.66K ﹤0.01%
40
597
$5.62K ﹤0.01%
10
598
$5.6K ﹤0.01%
922
599
$5.57K ﹤0.01%
126
600
$5.51K ﹤0.01%
55
22 23
24
25 26