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
651
$1.97K ﹤0.01%
42
652
$1.96K ﹤0.01%
37
653
$1.94K ﹤0.01%
68
654
$1.94K ﹤0.01%
2
655
$1.92K ﹤0.01%
200
656
$1.87K ﹤0.01%
50
657
$1.8K ﹤0.01%
27
658
$1.78K ﹤0.01%
30
659
$1.77K ﹤0.01%
130
+10
660
$1.74K ﹤0.01%
343
661
$1.71K ﹤0.01%
9
662
$1.61K ﹤0.01%
100
663
$1.6K ﹤0.01%
59
664
$1.59K ﹤0.01%
55
665
$1.59K ﹤0.01%
25
666
$1.47K ﹤0.01%
17
667
$1.42K ﹤0.01%
30
668
$1.41K ﹤0.01%
100
669
$1.39K ﹤0.01%
500
670
$1.32K ﹤0.01%
10
671
$1.32K ﹤0.01%
18
-140
672
$1.31K ﹤0.01%
100
673
$1.3K ﹤0.01%
27
674
$1.3K ﹤0.01%
120
675
$1.3K ﹤0.01%
468
25 26
27
28 29