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
126
$407K 0.17%
4,583
+5
127
$400K 0.16%
1,778
-68
128
$391K 0.16%
1,545
129
$385K 0.16%
3,398
+23
130
$385K 0.16%
5,622
+67
131
$384K 0.16%
3,149
+4
132
$379K 0.16%
923
+1
133
$376K 0.15%
4,466
134
$368K 0.15%
2,725
135
$368K 0.15%
1,783
136
$358K 0.15%
9,182
-2,729
137
$347K 0.14%
2,700
138
$347K 0.14%
2,107
139
$345K 0.14%
2,323
-1,491
140
$344K 0.14%
2,799
+23
141
$331K 0.14%
1,793
142
$331K 0.14%
1,174
+38
143
$330K 0.14%
+8,781
144
$327K 0.13%
11,077
145
$327K 0.13%
5,700
146
$327K 0.13%
10,693
147
$313K 0.13%
674
148
$312K 0.13%
2,169
-50
149
$308K 0.13%
2,809
-708
150
$305K 0.13%
2,400
4 5
6
7 8