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
601
$5.62K ﹤0.01%
165
602
$5.6K ﹤0.01%
+60
603
$5.43K ﹤0.01%
50
604
$5.35K ﹤0.01%
+922
605
$5.25K ﹤0.01%
+342
606
$5.25K ﹤0.01%
+14
607
$5.25K ﹤0.01%
+10
608
$5.23K ﹤0.01%
+2
609
$5.22K ﹤0.01%
+76
610
$5.21K ﹤0.01%
+50
611
$4.9K ﹤0.01%
+100
612
$4.89K ﹤0.01%
+90
613
$4.83K ﹤0.01%
+55
614
$4.66K ﹤0.01%
+120
615
$4.56K ﹤0.01%
+26
616
$4.49K ﹤0.01%
110
617
$4.45K ﹤0.01%
+11
618
$4.42K ﹤0.01%
+104
619
$4.41K ﹤0.01%
1,064
620
$4.39K ﹤0.01%
+90
621
$4.15K ﹤0.01%
+102
622
$4.1K ﹤0.01%
+55
623
$4.06K ﹤0.01%
+225
624
$4.01K ﹤0.01%
+875
625
$3.94K ﹤0.01%
+500
23 24
25
26 27