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
76
$1.12M 0.35%
7,257
-902
77
$1.1M 0.35%
2,478
+239
78
$1.08M 0.34%
16,293
+7
79
$1.07M 0.34%
17,907
80
$1.04M 0.33%
3,691
+50
81
$1.04M 0.33%
7,397
-57
82
$1.03M 0.33%
22,898
-1,343
83
$1.03M 0.33%
9,185
84
$1M 0.32%
14,629
-338
85
$982K 0.31%
16,394
+46
86
$965K 0.31%
827
+22
87
$941K 0.3%
1,530
+3
88
$933K 0.3%
12,693
89
$886K 0.28%
4,606
-294
90
$862K 0.27%
2,424
91
$857K 0.27%
15,744
+47
92
$827K 0.26%
10,552
-47
93
$823K 0.26%
1,371
+69
94
$823K 0.26%
6,145
-189
95
$811K 0.26%
31,304
+659
96
$794K 0.25%
3,157
-12
97
$773K 0.25%
4,754
+9
98
$755K 0.24%
29,568
+24,605
99
$751K 0.24%
18,612
100
$729K 0.23%
16,587
-648
2 3
4
5 6