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
676
$1.28K ﹤0.01%
39
677
$1.18K ﹤0.01%
40
678
$1.17K ﹤0.01%
11
679
$1.16K ﹤0.01%
222
680
$1.14K ﹤0.01%
163
681
$1.1K ﹤0.01%
14
682
$1.07K ﹤0.01%
123
683
$977 ﹤0.01%
17
684
$900 ﹤0.01%
+65
685
$841 ﹤0.01%
39
686
$840 ﹤0.01%
13
687
$811 ﹤0.01%
10
688
$800 ﹤0.01%
124
689
$786 ﹤0.01%
26
+2
690
$740 ﹤0.01%
500
691
$725 ﹤0.01%
500
692
$691 ﹤0.01%
+16
693
$676 ﹤0.01%
+333
694
$653 ﹤0.01%
170
695
$645 ﹤0.01%
150
696
$630 ﹤0.01%
59
697
$613 ﹤0.01%
53
698
$553 ﹤0.01%
37
699
$509 ﹤0.01%
18
700
$504 ﹤0.01%
8
26 27
28
29 30