MIM

MTM Investment Management Portfolio holdings

AUM $298M
1-Year Est. Return 19.56%
This Quarter Est. Return
1 Year Est. Return
+19.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$818K
3
+$638K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$380K
5
EXC icon
Exelon
EXC
+$265K

Top Sells

1
+$1.26M
2
+$345K
3
+$330K
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$296K
5
DHI icon
D.R. Horton
DHI
+$291K

Sector Composition

1 Technology 12.39%
2 Financials 10.04%
3 Healthcare 8.81%
4 Consumer Staples 7.94%
5 Energy 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.57%
15,407
+2
52
$1.16M 0.56%
6,948
+13
53
$1.16M 0.56%
7,100
+60
54
$1.16M 0.56%
5,387
+28
55
$1.12M 0.54%
16,637
56
$1.11M 0.54%
34,445
-825
57
$1.11M 0.54%
7,288
58
$1.07M 0.52%
5,481
+101
59
$1.06M 0.51%
4,982
+264
60
$1.03M 0.5%
39,463
+732
61
$1.02M 0.49%
22,157
+106
62
$965K 0.47%
15,320
+2,900
63
$956K 0.46%
10,178
64
$913K 0.44%
17,830
+4,586
65
$906K 0.44%
27,114
66
$894K 0.43%
6,400
+340
67
$893K 0.43%
5,511
+2
68
$890K 0.43%
17,030
-342
69
$882K 0.43%
7,448
+1
70
$877K 0.42%
30,845
-10,407
71
$876K 0.42%
5,528
+45
72
$864K 0.42%
4,026
-49
73
$821K 0.4%
9,741
74
$817K 0.4%
13,865
75
$810K 0.39%
4,294
1 2
3
4 5