MIM

MTM Investment Management Portfolio holdings

AUM $316M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.34M
3
+$625K
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$623K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$479K

Top Sells

1
+$1.88M
2
+$247K
3
+$242K
4
HD icon
Home Depot
HD
+$184K
5
MSFT icon
Microsoft
MSFT
+$178K

Sector Composition

1 Technology 12.72%
2 Financials 10.35%
3 Consumer Discretionary 8.89%
4 Healthcare 8.28%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.51%
12,892
+19
52
$1.59M 0.51%
15,971
+13,412
53
$1.56M 0.5%
4,847
-5,066
54
$1.53M 0.49%
12,594
-95
55
$1.51M 0.48%
63,130
56
$1.51M 0.48%
6,188
-91
57
$1.49M 0.47%
6,323
-686
58
$1.44M 0.46%
8,886
+8
59
$1.43M 0.45%
15,753
60
$1.42M 0.45%
15,165
+693
61
$1.4M 0.44%
22,056
-700
62
$1.36M 0.43%
7,311
+262
63
$1.29M 0.41%
3,880
+58
64
$1.29M 0.41%
5,558
-438
65
$1.26M 0.4%
5,693
+73
66
$1.25M 0.4%
48,462
-1,200
67
$1.24M 0.39%
24,610
+135
68
$1.24M 0.39%
14,776
-5
69
$1.23M 0.39%
16,603
+164
70
$1.15M 0.36%
26,395
71
$1.14M 0.36%
3,344
+30
72
$1.14M 0.36%
6,192
-130
73
$1.14M 0.36%
6,747
+2,059
74
$1.13M 0.36%
9,400
+232
75
$1.13M 0.36%
13,481
1 2
3
4 5