MIM

MTM Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.56%
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
+$933K
2
+$463K
3
+$425K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$413K
5
HON icon
Honeywell
HON
+$368K

Top Sells

1
+$757K
2
+$756K
3
+$740K
4
LOW icon
Lowe's Companies
LOW
+$731K
5
DOW icon
Dow Inc
DOW
+$553K

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
126
$281K 0.15%
829
+65
127
$271K 0.15%
2,099
-100
128
$267K 0.15%
11,287
129
$266K 0.14%
6,421
130
$262K 0.14%
+1,755
131
$262K 0.14%
6,516
+261
132
$262K 0.14%
+1,177
133
$261K 0.14%
7,345
134
$256K 0.14%
3,264
-64
135
$255K 0.14%
1,686
+4
136
$255K 0.14%
11,800
137
$255K 0.14%
5,256
138
$253K 0.14%
1,463
-17
139
$250K 0.14%
2,830
140
$249K 0.14%
2,700
141
$248K 0.13%
11,980
-140
142
$242K 0.13%
5,700
143
$241K 0.13%
5,555
144
$240K 0.13%
5,166
-150
145
$237K 0.13%
11,107
146
$232K 0.13%
5,517
+3
147
$232K 0.13%
1,848
-38
148
$231K 0.13%
+5,285
149
$229K 0.12%
3,140
150
$227K 0.12%
7,120
+50
4 5
6
7 8