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
701
$504 ﹤0.01%
15
702
$476 ﹤0.01%
5
703
$446 ﹤0.01%
4
704
$395 ﹤0.01%
3
705
$391 ﹤0.01%
21
706
$357 ﹤0.01%
14
707
$332 ﹤0.01%
2
708
$316 ﹤0.01%
109
709
$265 ﹤0.01%
14
710
$219 ﹤0.01%
26
711
$215 ﹤0.01%
7
712
$201 ﹤0.01%
50
713
$200 ﹤0.01%
+39
714
$193 ﹤0.01%
10
715
$193 ﹤0.01%
2
716
$147 ﹤0.01%
63
717
$130 ﹤0.01%
12
718
$129 ﹤0.01%
5
719
$89 ﹤0.01%
15
720
$83 ﹤0.01%
2
721
$78 ﹤0.01%
+4
722
$61 ﹤0.01%
40
723
$59 ﹤0.01%
22
724
$33 ﹤0.01%
20
725
$26 ﹤0.01%
1
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29
30