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
$210M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$832K
3
+$609K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$501K
5
ADM icon
Archer Daniels Midland
ADM
+$478K

Top Sells

1
+$1.05M
2
+$550K
3
+$379K
4
AAPL icon
Apple
AAPL
+$356K
5
TJX icon
TJX Companies
TJX
+$213K

Sector Composition

1 Technology 12.79%
2 Financials 10.29%
3 Consumer Discretionary 8.92%
4 Healthcare 8.16%
5 Consumer Staples 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.56%
15,405
-198
52
$1.18M 0.56%
30,277
+5
53
$1.17M 0.56%
7,040
+760
54
$1.15M 0.55%
35,270
55
$1.15M 0.55%
5,359
-144
56
$1.14M 0.54%
16,637
57
$1.12M 0.53%
5,380
+348
58
$1.1M 0.52%
38,731
+3,100
59
$1.09M 0.52%
+2,747
60
$1.09M 0.52%
4,718
+1,309
61
$1.05M 0.5%
7,447
62
$1.05M 0.5%
4,294
63
$1.02M 0.49%
24,220
+360
64
$969K 0.46%
1,058
65
$967K 0.46%
10,178
-160
66
$951K 0.45%
41,252
+11,719
67
$948K 0.45%
24,814
+13,110
68
$941K 0.45%
3,080
69
$934K 0.44%
20,728
+872
70
$932K 0.44%
4,075
-49
71
$923K 0.44%
9,741
+55
72
$915K 0.43%
5,483
-35
73
$877K 0.42%
6,060
74
$871K 0.41%
13,865
75
$862K 0.41%
22,051
+117
1 2
3
4 5