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
$257M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$925K
2
+$896K
3
+$838K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$317K
5
PH icon
Parker-Hannifin
PH
+$238K

Top Sells

1
+$1M
2
+$806K
3
+$676K
4
BLK icon
Blackrock
BLK
+$617K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$575K

Sector Composition

1 Technology 12.98%
2 Healthcare 9.75%
3 Financials 8.29%
4 Consumer Discretionary 8.26%
5 Energy 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.54%
64,380
-1,300
52
$1.38M 0.54%
6,804
53
$1.36M 0.53%
25,259
-46
54
$1.34M 0.52%
60,535
+5,535
55
$1.28M 0.5%
7,636
+52
56
$1.24M 0.48%
16,917
-750
57
$1.24M 0.48%
5,548
-150
58
$1.24M 0.48%
24,983
59
$1.19M 0.46%
5,723
60
$1.19M 0.46%
6,364
-236
61
$1.16M 0.45%
5,672
-271
62
$1.16M 0.45%
6,858
-177
63
$1.14M 0.44%
19,037
-1,150
64
$1.14M 0.44%
45,712
+200
65
$1.07M 0.42%
8,978
-600
66
$1.07M 0.41%
26,395
-600
67
$1.05M 0.41%
3,822
68
$1.03M 0.4%
9,580
69
$1.03M 0.4%
8,220
-700
70
$1.01M 0.39%
24,476
+95
71
$970K 0.38%
13,558
-913
72
$925K 0.36%
+7,125
73
$921K 0.36%
4,739
+4
74
$912K 0.36%
3,283
+5
75
$883K 0.34%
9,159
+7
1 2
3
4 5