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
$198M
AUM Growth
-$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$656K
3
+$371K
4
DE icon
Deere & Co
DE
+$347K
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$217K

Top Sells

1
+$1.41M
2
+$789K
3
+$462K
4
AKAM icon
Akamai
AKAM
+$373K
5
HSY icon
Hershey
HSY
+$317K

Sector Composition

1 Technology 12.31%
2 Healthcare 11.16%
3 Energy 9.18%
4 Consumer Discretionary 7.85%
5 Financials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.62%
37,113
+195
52
$1.13M 0.57%
7,127
+100
53
$1.13M 0.57%
6,883
-159
54
$1.13M 0.57%
18,580
55
$1.11M 0.56%
19,770
+83
56
$1.08M 0.55%
19,209
57
$1.01M 0.51%
4,732
+21
58
$974K 0.49%
5,597
-30
59
$960K 0.48%
13,950
-349
60
$903K 0.46%
27,995
-100
61
$887K 0.45%
9,578
62
$885K 0.45%
15,054
-1,028
63
$865K 0.44%
6,558
64
$858K 0.43%
24,138
+2
65
$851K 0.43%
25,257
66
$850K 0.43%
5,573
67
$806K 0.41%
9,131
68
$793K 0.4%
3,358
+1
69
$793K 0.4%
9,580
70
$791K 0.4%
23,833
+156
71
$752K 0.38%
46,972
+380
72
$740K 0.37%
22,833
+925
73
$739K 0.37%
10,588
74
$727K 0.37%
3,161
+18
75
$711K 0.36%
4,562
-60
1 2
3
4 5