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
$210M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$832K
3
+$609K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$501K
5
ADM icon
Archer Daniels Midland
ADM
+$478K

Top Sells

1
+$1.05M
2
+$550K
3
+$379K
4
AAPL icon
Apple
AAPL
+$356K
5
TJX icon
TJX Companies
TJX
+$213K

Sector Composition

1 Technology 12.79%
2 Financials 10.29%
3 Consumer Discretionary 8.92%
4 Healthcare 8.16%
5 Consumer Staples 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$533K 0.25%
3,116
102
$527K 0.25%
1,965
+5
103
$504K 0.24%
1,815
-400
104
$478K 0.23%
+7,070
105
$467K 0.22%
6,682
106
$460K 0.22%
3,442
-155
107
$458K 0.22%
2,589
108
$409K 0.19%
1,930
+1
109
$407K 0.19%
2,355
+600
110
$406K 0.19%
11,419
111
$399K 0.19%
7,928
+1,937
112
$387K 0.18%
+1,968
113
$385K 0.18%
2,037
+7
114
$378K 0.18%
11,814
+2
115
$377K 0.18%
9,145
+1,800
116
$371K 0.18%
1,435
117
$370K 0.18%
+4,930
118
$366K 0.17%
11,528
119
$365K 0.17%
5,983
-533
120
$356K 0.17%
33,024
+13
121
$352K 0.17%
11,980
122
$347K 0.16%
1,899
-200
123
$345K 0.16%
+1,673
124
$339K 0.16%
1,564
+387
125
$335K 0.16%
6,054
3 4
5
6 7