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
$176M
AUM Growth
-$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$401K
3
+$273K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$263K
5
ETN icon
Eaton
ETN
+$238K

Top Sells

1
+$367K
2
+$319K
3
+$263K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$212K
5
RTX icon
RTX Corp
RTX
+$208K

Sector Composition

1 Technology 11.51%
2 Healthcare 10.8%
3 Financials 9.47%
4 Energy 8.38%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$278K 0.16%
2,476
+412
127
$277K 0.16%
3,617
+10
128
$277K 0.16%
3,430
129
$276K 0.16%
11,528
130
$276K 0.16%
11,077
131
$275K 0.16%
17,629
-812
132
$273K 0.16%
+1,507
133
$271K 0.15%
11,774
+2
134
$271K 0.15%
13,481
+874
135
$271K 0.15%
15,500
136
$269K 0.15%
33,069
+16
137
$268K 0.15%
2,401
+1
138
$267K 0.15%
2,700
139
$266K 0.15%
1,306
+230
140
$266K 0.15%
1,205
+6
141
$266K 0.15%
2,533
+421
142
$263K 0.15%
+6,405
143
$263K 0.15%
2,908
+508
144
$257K 0.15%
10,800
145
$253K 0.14%
2,830
146
$252K 0.14%
1,690
147
$251K 0.14%
4,464
+6
148
$247K 0.14%
3,369
+1
149
$246K 0.14%
8,404
+54
150
$246K 0.14%
2,400
+27
4 5
6
7 8