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
676
$1.26K ﹤0.01%
+120
677
$1.26K ﹤0.01%
10
678
$1.24K ﹤0.01%
+150
679
$1.22K ﹤0.01%
+27
680
$1.2K ﹤0.01%
+222
681
$1.2K ﹤0.01%
+17
682
$1.15K ﹤0.01%
+40
683
$1.15K ﹤0.01%
+39
684
$1.11K ﹤0.01%
+11
685
$1.1K ﹤0.01%
55
686
$1.07K ﹤0.01%
+100
687
$1.04K ﹤0.01%
+123
688
$1.02K ﹤0.01%
+14
689
$996 ﹤0.01%
+163
690
$894 ﹤0.01%
+468
691
$825 ﹤0.01%
39
692
$780 ﹤0.01%
+24
693
$773 ﹤0.01%
+124
694
$756 ﹤0.01%
+17
695
$736 ﹤0.01%
+13
696
$677 ﹤0.01%
+170
697
$649 ﹤0.01%
+53
698
$640 ﹤0.01%
+500
699
$627 ﹤0.01%
+10
700
$622 ﹤0.01%
+37
26 27
28
29 30