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
$176M
AUM Growth
-$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$401K
3
+$273K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$263K
5
ETN icon
Eaton
ETN
+$238K

Top Sells

1
+$367K
2
+$319K
3
+$263K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$212K
5
RTX icon
RTX Corp
RTX
+$208K

Sector Composition

1 Technology 11.51%
2 Healthcare 10.8%
3 Financials 9.47%
4 Energy 8.38%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.61%
2,129
+370
52
$1.04M 0.59%
19,486
-100
53
$1.03M 0.59%
7,157
+162
54
$1.03M 0.58%
15,412
+3
55
$963K 0.55%
15,505
+6,455
56
$958K 0.54%
16,559
-78
57
$957K 0.54%
7,578
+72
58
$955K 0.54%
31,471
+699
59
$926K 0.53%
19,240
+1,561
60
$890K 0.51%
32,245
-2,200
61
$886K 0.5%
5,528
62
$882K 0.5%
23,768
-1,094
63
$831K 0.47%
7,350
+205
64
$831K 0.47%
18,923
65
$795K 0.45%
9,578
-600
66
$792K 0.45%
18,135
+4,270
67
$783K 0.44%
46,142
+86
68
$771K 0.44%
8,957
69
$769K 0.44%
26,857
-257
70
$753K 0.43%
16,960
+970
71
$749K 0.43%
4,638
-51
72
$731K 0.42%
9,086
+600
73
$688K 0.39%
9,580
74
$688K 0.39%
17,043
+7
75
$670K 0.38%
3,928
-99
1 2
3
4 5