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
$185M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.26M
3
+$1.1M
4
LOW icon
Lowe's Companies
LOW
+$471K
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$341K

Top Sells

1
+$970K
2
+$510K
3
+$354K
4
GRMN icon
Garmin
GRMN
+$327K
5
AWK icon
American Water Works
AWK
+$280K

Sector Composition

1 Technology 11.61%
2 Healthcare 10.71%
3 Financials 9.34%
4 Consumer Staples 8.18%
5 Energy 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.59%
7,506
+218
52
$1.08M 0.59%
19,586
53
$1.06M 0.57%
24,862
+2,705
54
$1.05M 0.57%
7,087
-300
55
$1.05M 0.57%
16,637
56
$1.01M 0.55%
10,178
57
$984K 0.53%
34,445
58
$981K 0.53%
30,772
+116
59
$938K 0.51%
35,227
+4,382
60
$910K 0.49%
1,759
+201
61
$901K 0.49%
18,923
62
$885K 0.48%
24,349
+6
63
$881K 0.48%
17,679
-151
64
$867K 0.47%
4,689
-698
65
$860K 0.46%
5,528
66
$848K 0.46%
27,114
67
$828K 0.45%
8,957
68
$812K 0.44%
39,391
-72
69
$783K 0.42%
7,145
+45
70
$764K 0.41%
15,990
+670
71
$748K 0.4%
4,294
72
$747K 0.4%
46,056
-434
73
$743K 0.4%
4,829
-682
74
$725K 0.39%
5,094
+112
75
$720K 0.39%
17,036
+6
1 2
3
4 5