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
$176M
AUM Growth
-$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$401K
3
+$273K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$263K
5
ETN icon
Eaton
ETN
+$238K

Top Sells

1
+$367K
2
+$319K
3
+$263K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$212K
5
RTX icon
RTX Corp
RTX
+$208K

Sector Composition

1 Technology 11.51%
2 Healthcare 10.8%
3 Financials 9.47%
4 Energy 8.38%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$668K 0.38%
5,368
+13
77
$651K 0.37%
4,848
+19
78
$637K 0.36%
4,294
79
$629K 0.36%
4,718
+1,788
80
$628K 0.36%
6,529
+49
81
$628K 0.36%
24,356
+7
82
$624K 0.35%
6,449
83
$606K 0.34%
3,920
-63
84
$594K 0.34%
2,825
85
$578K 0.33%
2,163
+15
86
$561K 0.32%
15,678
-1
87
$552K 0.31%
12,822
88
$550K 0.31%
19,030
89
$544K 0.31%
988
-11
90
$517K 0.29%
4,840
+10
91
$516K 0.29%
3,822
-34
92
$514K 0.29%
13,337
-590
93
$511K 0.29%
7,698
-30
94
$502K 0.29%
5,837
-163
95
$498K 0.28%
2,803
+205
96
$494K 0.28%
9,115
+5
97
$492K 0.28%
8,978
+3
98
$461K 0.26%
4,077
+83
99
$460K 0.26%
6,589
+969
100
$456K 0.26%
36,725
-2,666
2 3
4
5 6