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
$184M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$919K
2
+$455K
3
+$414K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$409K
5
HON icon
Honeywell
HON
+$346K

Top Sells

1
+$744K
2
+$736K
3
+$709K
4
NSC icon
Norfolk Southern
NSC
+$706K
5
DOW icon
Dow Inc
DOW
+$520K

Sector Composition

1 Technology 12.11%
2 Financials 10.57%
3 Healthcare 8.25%
4 Consumer Discretionary 8.19%
5 Consumer Staples 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$461K 0.25%
6,590
102
$455K 0.25%
+22,960
103
$443K 0.24%
5,916
104
$430K 0.23%
6,682
-200
105
$414K 0.22%
+7,869
106
$409K 0.22%
+11,704
107
$399K 0.22%
5,855
-100
108
$374K 0.2%
2,589
+42
109
$374K 0.2%
11,419
110
$343K 0.19%
2,030
-558
111
$336K 0.18%
33,011
+12
112
$335K 0.18%
5,991
+1,219
113
$334K 0.18%
1,929
+2
114
$318K 0.17%
11,528
+110
115
$317K 0.17%
3,364
-1,599
116
$315K 0.17%
1,435
117
$314K 0.17%
4,058
+50
118
$308K 0.17%
21,125
+3,325
119
$305K 0.17%
11,812
120
$303K 0.16%
6,054
121
$301K 0.16%
1,104
-8
122
$299K 0.16%
2,240
-80
123
$297K 0.16%
3,114
+3
124
$282K 0.15%
2,397
+1
125
$281K 0.15%
4,706
-200
3 4
5
6 7