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
76
$1.04M 0.35%
14,967
+286
77
$1.03M 0.35%
16,439
+1,552
78
$1M 0.34%
9,168
+3
79
$992K 0.33%
9,185
-395
80
$987K 0.33%
3,169
+1
81
$984K 0.33%
7,454
-219
82
$955K 0.32%
16,286
+8
83
$932K 0.31%
16,348
+1,752
84
$924K 0.31%
12,693
-865
85
$915K 0.31%
15,697
+45
86
$861K 0.29%
6,334
+153
87
$860K 0.29%
4,688
+357
88
$858K 0.29%
10,599
+2
89
$845K 0.28%
805
+19
90
$808K 0.27%
1,527
-40
91
$794K 0.27%
4,745
+10
92
$756K 0.25%
30,645
+5,183
93
$746K 0.25%
17,235
+2
94
$739K 0.25%
2,424
95
$718K 0.24%
1,302
+5
96
$711K 0.24%
+2,239
97
$700K 0.24%
3,685
98
$687K 0.23%
7,564
99
$684K 0.23%
2,957
+620
100
$665K 0.22%
21,459
2 3
4
5 6