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
701
$620 ﹤0.01%
+150
702
$571 ﹤0.01%
+59
703
$466 ﹤0.01%
+18
704
$463 ﹤0.01%
+5
705
$448 ﹤0.01%
+8
706
$438 ﹤0.01%
4
707
$428 ﹤0.01%
+15
708
$387 ﹤0.01%
+21
709
$375 ﹤0.01%
+2
710
$360 ﹤0.01%
+500
711
$338 ﹤0.01%
+109
712
$318 ﹤0.01%
+3
713
$316 ﹤0.01%
+82
714
$290 ﹤0.01%
+14
715
$254 ﹤0.01%
+50
716
$208 ﹤0.01%
+7
717
$179 ﹤0.01%
+10
718
$159 ﹤0.01%
+2
719
$138 ﹤0.01%
+5
720
$131 ﹤0.01%
+14
721
$128 ﹤0.01%
+26
722
$117 ﹤0.01%
+12
723
$94 ﹤0.01%
+2
724
$94 ﹤0.01%
+63
725
$64 ﹤0.01%
+15
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