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
$242M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$763K
3
+$743K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$484K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$473K

Top Sells

1
+$481K
2
+$422K
3
+$242K
4
SCVL icon
Shoe Carnival
SCVL
+$231K
5
UPS icon
United Parcel Service
UPS
+$222K

Sector Composition

1 Technology 12.38%
2 Healthcare 11.04%
3 Financials 8.46%
4 Consumer Discretionary 8.2%
5 Energy 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.57%
18,130
-450
52
$1.32M 0.55%
7,569
+40
53
$1.31M 0.54%
66,680
-1,400
54
$1.22M 0.5%
20,507
-100
55
$1.22M 0.5%
5,723
+150
56
$1.22M 0.5%
5,920
-249
57
$1.2M 0.5%
2,856
+1,150
58
$1.19M 0.49%
6,804
59
$1.16M 0.48%
5,883
-546
60
$1.16M 0.48%
17,667
-775
61
$1.16M 0.48%
8,270
-814
62
$1.11M 0.46%
25,041
+1
63
$1.07M 0.44%
7,034
+581
64
$1.05M 0.43%
42,812
+4,685
65
$1.05M 0.43%
13,709
+56
66
$984K 0.41%
26,995
-1,000
67
$979K 0.4%
25,133
-124
68
$978K 0.4%
9,580
69
$953K 0.39%
14,471
-413
70
$910K 0.38%
3,261
+100
71
$878K 0.36%
9,578
72
$876K 0.36%
24,211
+171
73
$872K 0.36%
3,828
74
$866K 0.36%
4,754
+24
75
$859K 0.35%
14,812
+6
1 2
3
4 5