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
626
$3.92K ﹤0.01%
+21
627
$3.85K ﹤0.01%
+30
628
$3.83K ﹤0.01%
+150
629
$3.79K ﹤0.01%
40
630
$3.74K ﹤0.01%
+218
631
$3.71K ﹤0.01%
+1
632
$3.63K ﹤0.01%
+501
633
$3.54K ﹤0.01%
+89
634
$3.4K ﹤0.01%
+303
635
$3.32K ﹤0.01%
+30
636
$3.29K ﹤0.01%
+6
637
$3.07K ﹤0.01%
+48
638
$3.06K ﹤0.01%
+40
639
$2.95K ﹤0.01%
+88
640
$2.93K ﹤0.01%
+6
641
$2.84K ﹤0.01%
+13
642
$2.82K ﹤0.01%
+57
643
$2.77K ﹤0.01%
+42
644
$2.68K ﹤0.01%
+12
645
$2.64K ﹤0.01%
+1,000
646
$2.58K ﹤0.01%
+300
647
$2.56K ﹤0.01%
+5
648
$2.51K ﹤0.01%
+62
649
$2.44K ﹤0.01%
+30
650
$2.17K ﹤0.01%
+200
24 25
26
27 28