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
$242M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$763K
3
+$743K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$484K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$473K

Top Sells

1
+$481K
2
+$422K
3
+$242K
4
SCVL icon
Shoe Carnival
SCVL
+$231K
5
UPS icon
United Parcel Service
UPS
+$222K

Sector Composition

1 Technology 12.38%
2 Healthcare 11.04%
3 Financials 8.46%
4 Consumer Discretionary 8.2%
5 Energy 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$587K 0.24%
8,388
+220
102
$580K 0.24%
3,549
+19
103
$557K 0.23%
12,123
104
$552K 0.23%
6,186
105
$530K 0.22%
3,859
+17
106
$522K 0.22%
1,943
+1
107
$511K 0.21%
18,407
-622
108
$509K 0.21%
1,695
109
$499K 0.21%
7,444
+650
110
$498K 0.21%
4,071
+1
111
$493K 0.2%
9,807
-74
112
$489K 0.2%
5,690
+34
113
$477K 0.2%
1,075
-219
114
$474K 0.2%
8,820
+2,682
115
$473K 0.2%
+2,523
116
$447K 0.18%
5,856
-425
117
$447K 0.18%
11,584
-98
118
$445K 0.18%
2,950
119
$439K 0.18%
11,418
120
$430K 0.18%
13,959
-50
121
$427K 0.18%
1,898
-65
122
$421K 0.17%
867
+103
123
$420K 0.17%
1,400
124
$416K 0.17%
1,435
125
$408K 0.17%
3,955
3 4
5
6 7