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
651
$2.16K ﹤0.01%
+21
652
$2.15K ﹤0.01%
+50
653
$2.11K ﹤0.01%
+112
654
$2.03K ﹤0.01%
+50
655
$2.02K ﹤0.01%
+782
656
$1.99K ﹤0.01%
+37
657
$1.98K ﹤0.01%
+5
658
$1.96K ﹤0.01%
+125
659
$1.95K ﹤0.01%
+27
660
$1.94K ﹤0.01%
7
661
$1.9K ﹤0.01%
68
662
$1.89K ﹤0.01%
+10
663
$1.85K ﹤0.01%
+28
664
$1.83K ﹤0.01%
+100
665
$1.8K ﹤0.01%
+100
666
$1.79K ﹤0.01%
+42
667
$1.63K ﹤0.01%
+9
668
$1.6K ﹤0.01%
+2
669
$1.58K ﹤0.01%
+59
670
$1.55K ﹤0.01%
+30
671
$1.52K ﹤0.01%
+25
672
$1.51K ﹤0.01%
+30
673
$1.48K ﹤0.01%
+343
674
$1.39K ﹤0.01%
+500
675
$1.28K ﹤0.01%
+120
25 26
27
28 29