MIM

MTM Investment Management Portfolio holdings

AUM $315M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$511K
2
+$441K
3
+$323K
4
GEV icon
GE Vernova
GEV
+$280K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$272K

Top Sells

1
+$350K
2
+$330K
3
+$265K
4
KO icon
Coca-Cola
KO
+$254K
5
SLV icon
iShares Silver Trust
SLV
+$233K

Sector Composition

1 Technology 13.5%
2 Healthcare 11.15%
3 Financials 8.44%
4 Energy 7.94%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.54%
6,804
52
$1.32M 0.54%
65,680
-1,000
53
$1.29M 0.53%
7,035
+1
54
$1.27M 0.52%
5,943
+23
55
$1.26M 0.52%
3,103
+247
56
$1.25M 0.51%
7,584
+15
57
$1.22M 0.5%
5,723
58
$1.2M 0.49%
20,187
-320
59
$1.16M 0.48%
17,667
60
$1.14M 0.47%
55,000
+21,220
61
$1.11M 0.45%
5,698
-185
62
$1.1M 0.45%
8,920
63
$1.06M 0.44%
45,512
+2,700
64
$1.06M 0.44%
24,983
-150
65
$1.05M 0.43%
26,995
66
$1.05M 0.43%
25,305
-3,105
67
$1.05M 0.43%
6,600
-1,670
68
$971K 0.4%
9,578
69
$958K 0.39%
9,580
70
$940K 0.39%
14,471
71
$887K 0.36%
11,582
-2,127
72
$885K 0.36%
3,822
-6
73
$880K 0.36%
14,818
+6
74
$868K 0.36%
24,381
+170
75
$860K 0.35%
3,278
+17
1 2
3
4 5