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
$185M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.26M
3
+$1.1M
4
LOW icon
Lowe's Companies
LOW
+$471K
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$341K

Top Sells

1
+$970K
2
+$510K
3
+$354K
4
GRMN icon
Garmin
GRMN
+$327K
5
AWK icon
American Water Works
AWK
+$280K

Sector Composition

1 Technology 11.61%
2 Healthcare 10.71%
3 Financials 9.34%
4 Consumer Staples 8.18%
5 Energy 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$303K 0.16%
+1,438
127
$294K 0.16%
+7,500
128
$293K 0.16%
11,528
129
$293K 0.16%
11,772
+2
130
$292K 0.16%
5,391
+2
131
$290K 0.16%
2,207
+60
132
$290K 0.16%
2,830
133
$289K 0.16%
11,077
-210
134
$289K 0.16%
3,430
135
$289K 0.16%
2,400
-124
136
$284K 0.15%
+15,500
137
$273K 0.15%
3,607
+9
138
$271K 0.15%
3,368
+1
139
$266K 0.14%
10,800
140
$265K 0.14%
1,199
+5
141
$263K 0.14%
2,034
142
$263K 0.14%
3,264
143
$262K 0.14%
8,716
+299
144
$261K 0.14%
3,632
+26
145
$257K 0.14%
5,568
146
$255K 0.14%
3,140
147
$255K 0.14%
+3,103
148
$254K 0.14%
6,421
149
$251K 0.14%
4,458
+1,007
150
$244K 0.13%
2,112
+110
4 5
6
7 8