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
$260M
AUM Growth
+$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$856K
2
+$806K
3
+$772K
4
VTV icon
Vanguard Value ETF
VTV
+$620K
5
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$424K

Top Sells

1
+$819K
2
+$513K
3
+$290K
4
T icon
AT&T
T
+$264K
5
FHN icon
First Horizon
FHN
+$256K

Sector Composition

1 Technology 13.77%
2 Financials 9.56%
3 Healthcare 8.89%
4 Consumer Discretionary 8.25%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.53%
24,236
-1,023
52
$1.35M 0.52%
13,529
-70
53
$1.3M 0.5%
16,733
-184
54
$1.28M 0.49%
5,650
-22
55
$1.28M 0.49%
6,804
56
$1.26M 0.49%
6,621
-237
57
$1.23M 0.47%
22,756
-2,227
58
$1.2M 0.46%
49,662
+3,950
59
$1.19M 0.46%
9,089
+1,964
60
$1.19M 0.46%
63,130
-1,250
61
$1.18M 0.45%
19,737
+700
62
$1.16M 0.45%
7,646
+10
63
$1.15M 0.44%
5,723
64
$1.13M 0.44%
3,822
65
$1.09M 0.42%
26,395
66
$1.08M 0.42%
8,050
-170
67
$1.07M 0.41%
8,878
-100
68
$1.06M 0.41%
6,364
69
$1.05M 0.4%
3,311
+28
70
$1.04M 0.4%
24,616
+140
71
$1.04M 0.4%
14,771
+5
72
$996K 0.38%
5,431
-117
73
$978K 0.38%
9,580
74
$949K 0.37%
13,558
75
$946K 0.36%
9,162
+3
1 2
3
4 5