MIM

MTM Investment Management Portfolio holdings

AUM $315M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$919K
2
+$455K
3
+$414K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$409K
5
HON icon
Honeywell
HON
+$346K

Top Sells

1
+$744K
2
+$736K
3
+$709K
4
NSC icon
Norfolk Southern
NSC
+$706K
5
DOW icon
Dow Inc
DOW
+$520K

Sector Composition

1 Technology 12.11%
2 Financials 10.57%
3 Healthcare 8.25%
4 Consumer Discretionary 8.19%
5 Consumer Staples 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.58%
5,032
+1,628
52
$1.06M 0.57%
7,020
-2,013
53
$1.03M 0.56%
6,280
+780
54
$1.03M 0.56%
7,353
-589
55
$1.01M 0.55%
16,637
-150
56
$1.01M 0.55%
5,158
+443
57
$1M 0.54%
5,503
+128
58
$980K 0.53%
10,338
-2,700
59
$968K 0.53%
3,720
-30
60
$951K 0.52%
14,810
-1,922
61
$924K 0.5%
5,461
+35
62
$919K 0.5%
+23,860
63
$887K 0.48%
1,058
-49
64
$880K 0.48%
7,447
+1
65
$873K 0.47%
21,934
+110
66
$861K 0.47%
19,856
+81
67
$844K 0.46%
3,080
68
$834K 0.45%
4,294
+30
69
$826K 0.45%
4,124
+1
70
$825K 0.45%
9,686
71
$824K 0.45%
5,518
+35
72
$808K 0.44%
6,060
+300
73
$804K 0.44%
39,406
-6,931
74
$799K 0.43%
12,111
+1,261
75
$797K 0.43%
17,516
-1,194
1 2
3
4 5