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
601
$5.18K ﹤0.01%
161
602
$5.12K ﹤0.01%
120
603
$5.04K ﹤0.01%
200
604
$5K ﹤0.01%
50
605
$4.9K ﹤0.01%
110
606
$4.9K ﹤0.01%
90
607
$4.67K ﹤0.01%
2
608
$4.66K ﹤0.01%
14
609
$4.53K ﹤0.01%
30
610
$4.29K ﹤0.01%
1
611
$4.23K ﹤0.01%
55
612
$4.23K ﹤0.01%
104
613
$4.22K ﹤0.01%
26
614
$4K ﹤0.01%
501
615
$4K ﹤0.01%
40
616
$3.97K ﹤0.01%
150
617
$3.87K ﹤0.01%
88
618
$3.78K ﹤0.01%
6
619
$3.78K ﹤0.01%
30
620
$3.75K ﹤0.01%
+66
621
$3.73K ﹤0.01%
89
622
$3.69K ﹤0.01%
225
623
$3.44K ﹤0.01%
218
624
$3.41K ﹤0.01%
303
625
$3.38K ﹤0.01%
500
23 24
25
26 27