MIM
MTM Investment Management Portfolio holdings
AUM
$315M
1-Year Est. Return
18.85%
1 Year Est. Return
+18.85%
AUM
$298M
AUM Growth
+$39M
(+15%)
Holding
738
Top Buys
| 1 | +$2.68M | |
| 2 | +$1.23M | |
| 3 | +$711K | |
| 4 |
Deckers Outdoor
DECK
|
+$640K |
| 5 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
+$632K |
Top Sells
| 1 | +$1.57M | |
| 2 | +$1.17M | |
| 3 | +$372K | |
| 4 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$258K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
726
ESS Tech
GWH
$54.1M
| $53 | ﹤0.01% |
+40
|
|
||
|
ONL
727
Orion Office REIT
ONL
$135M
| $47 | ﹤0.01% |
+22
|
|
||
|
CGC
728
Canopy Growth
CGC
$366M
| $20 | ﹤0.01% |
+16
|
|
||
729
Celldex Therapeutics
CLDX
$1.7B
| $20 | ﹤0.01% |
+1
|
|
||
730
Blink Charging
BLNK
$162M
| $19 | ﹤0.01% |
+20
|
|
||
|
ABTC
731
American Bitcoin Corp
ABTC
$4.5B
| – | – |
0
|
|
||
732
iShares Core US Aggregate Bond ETF
AGG
$131B
| – | – |
-370
|
|
||
|
733
Alliance Resource Partners
ARLP
$3.21B
| – | – |
-9,038
|
|
||
734
Pacer US Cash Cows 100 ETF
COWZ
$19.7B
| – | – |
-28,756
|
|
||
735
MarketWise
MKTW
$39.1M
| – | – |
-14,013
|
|
||
736
Schwab U.S Small- Cap ETF
SCHA
$20.1B
| – | – |
-212
|
|
||
737
First Trust Cloud Computing ETF
SKYY
$3.15B
| – | – |
-301
|
|
||
738
Stem
STEM
$140M
| – | – |
-750
|
|