MIM
MTM Investment Management Portfolio holdings
AUM
$298M
This Quarter Return
+5.91%
1 Year Return
+19.56%
3 Year Return
+68.88%
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(+7.7%)
Cap. Flow
+$6.53M
Cap. Flow
% of AUM
3.42%
Top 10 Holdings %
Top 10 Hldgs %
26.53%
Holding
270
New
15
Increased
66
Reduced
44
Closed
8
Top Buys
| 1 |
CSX Corp
CSX
|
$1.86M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.53M |
| 3 |
FT Vest US Equity Buffer ETF April
FAPR
|
$1.08M |
| 4 |
Invesco S&P 500 Pure Value ETF
RPV
|
$949K |
| 5 |
Vanguard Russell 1000 Growth ETF
VONG
|
$476K |
Top Sells
| 1 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$931K |
| 2 |
iShares Morningstar Small-Cap Growth ETF
ISCG
|
$930K |
| 3 |
STMicroelectronics
STM
|
$202K |
| 4 |
Amgen
AMGN
|
$198K |
| 5 |
Merck
MRK
|
$146K |
Sector Composition
| 1 | Technology | 11.55% |
| 2 | Financials | 10.28% |
| 3 | Healthcare | 8.81% |
| 4 | Industrials | 8.46% |
| 5 | Consumer Discretionary | 7.89% |
