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
$210M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$832K
3
+$609K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$501K
5
ADM icon
Archer Daniels Midland
ADM
+$478K

Top Sells

1
+$1.05M
2
+$550K
3
+$379K
4
AAPL icon
Apple
AAPL
+$356K
5
TJX icon
TJX Companies
TJX
+$213K

Sector Composition

1 Technology 12.79%
2 Financials 10.29%
3 Consumer Discretionary 8.92%
4 Healthcare 8.16%
5 Consumer Staples 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$848K 0.4%
4,495
+775
77
$846K 0.4%
5,461
78
$827K 0.39%
12,420
+900
79
$823K 0.39%
17,372
-144
80
$795K 0.38%
12,822
81
$788K 0.37%
13,385
-1,425
82
$746K 0.35%
5,509
-198
83
$745K 0.35%
1,483
+169
84
$732K 0.35%
5,329
-34
85
$717K 0.34%
4,831
-302
86
$715K 0.34%
9,106
+8
87
$706K 0.34%
9,300
-2,811
88
$706K 0.34%
27,114
-250
89
$690K 0.33%
1,978
90
$681K 0.32%
8,887
-375
91
$681K 0.32%
13,244
+5,375
92
$675K 0.32%
15,679
93
$637K 0.3%
3,891
94
$633K 0.3%
46,410
-425
95
$632K 0.3%
34,003
-5,403
96
$609K 0.29%
7,202
+1,286
97
$586K 0.28%
8,832
-129
98
$583K 0.28%
4,696
99
$577K 0.27%
10,600
-20
100
$541K 0.26%
4,625
2 3
4
5 6