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
626
$3.38K ﹤0.01%
48
627
$3.26K ﹤0.01%
6
628
$2.98K ﹤0.01%
40
629
$2.89K ﹤0.01%
11
630
$2.84K ﹤0.01%
57
631
$2.76K ﹤0.01%
15
-100
632
$2.65K ﹤0.01%
62
633
$2.62K ﹤0.01%
13
634
$2.47K ﹤0.01%
5
635
$2.46K ﹤0.01%
1,000
636
$2.44K ﹤0.01%
782
637
$2.42K ﹤0.01%
43
+1
638
$2.4K ﹤0.01%
30
639
$2.33K ﹤0.01%
21
640
$2.32K ﹤0.01%
150
641
$2.28K ﹤0.01%
125
642
$2.26K ﹤0.01%
112
643
$2.26K ﹤0.01%
8
-76
644
$2.23K ﹤0.01%
28
645
$2.18K ﹤0.01%
50
646
$2.18K ﹤0.01%
30
647
$2.15K ﹤0.01%
300
648
$2.09K ﹤0.01%
10
649
$2.09K ﹤0.01%
12
650
$2.08K ﹤0.01%
7
24 25
26
27 28