MIM

MTM Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.14M
3
+$688K
4
TSLA icon
Tesla
TSLA
+$675K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$629K

Top Sells

1
+$1.57M
2
+$1.1M
3
+$359K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$251K
5
ARLP icon
Alliance Resource Partners
ARLP
+$243K

Sector Composition

1 Technology 13.28%
2 Financials 10.22%
3 Healthcare 8.63%
4 Consumer Discretionary 8.11%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.5%
18,000
52
$1.45M 0.49%
9,180
53
$1.43M 0.48%
22,756
54
$1.37M 0.46%
63,130
55
$1.34M 0.45%
65,455
+400
56
$1.31M 0.44%
6,322
57
$1.3M 0.44%
8,159
-142
58
$1.29M 0.43%
14,472
+4,888
59
$1.29M 0.43%
5,620
+3
60
$1.25M 0.42%
15,753
-750
61
$1.25M 0.42%
7,049
+2,595
62
$1.23M 0.41%
49,662
63
$1.22M 0.41%
3,822
64
$1.18M 0.4%
14,781
+5
65
$1.18M 0.4%
3,314
+179
66
$1.16M 0.39%
47,600
+26,055
67
$1.12M 0.38%
24,241
+3
68
$1.11M 0.37%
6,279
+1
69
$1.11M 0.37%
26,395
70
$1.11M 0.37%
5,996
+1,252
71
$1.11M 0.37%
24,475
-288
72
$1.08M 0.36%
4,900
-1
73
$1.07M 0.36%
3,641
+3
74
$1.07M 0.36%
17,907
-230
75
$1.07M 0.36%
13,481
1 2
3
4 5