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
126
$330K 0.16%
5,600
-255
127
$328K 0.16%
3,117
+3
128
$326K 0.15%
1,089
-15
129
$324K 0.15%
2,240
130
$313K 0.15%
3,366
+2
131
$310K 0.15%
2,398
+1
132
$309K 0.15%
+4,469
133
$305K 0.14%
3,264
134
$293K 0.14%
+2,149
135
$291K 0.14%
+2,683
136
$290K 0.14%
+2,121
137
$287K 0.14%
4,856
-400
138
$285K 0.14%
6,421
139
$285K 0.14%
3,930
-2,660
140
$283K 0.13%
1,400
-63
141
$282K 0.13%
11,287
142
$282K 0.13%
1,677
-171
143
$275K 0.13%
2,830
144
$274K 0.13%
814
-15
145
$272K 0.13%
+1,993
146
$271K 0.13%
2,700
147
$270K 0.13%
3,500
148
$266K 0.13%
+3,000
149
$266K 0.13%
5,166
150
$263K 0.13%
3,958
-100
4 5
6
7 8