MIM

MTM Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.14M
3
+$688K
4
TSLA icon
Tesla
TSLA
+$675K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$629K

Top Sells

1
+$1.57M
2
+$1.1M
3
+$359K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$251K
5
ARLP icon
Alliance Resource Partners
ARLP
+$243K

Sector Composition

1 Technology 13.28%
2 Financials 10.22%
3 Healthcare 8.63%
4 Consumer Discretionary 8.11%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$500K 0.17%
9,932
-707
127
$493K 0.17%
2,795
+101
128
$487K 0.16%
10,895
129
$480K 0.16%
4,550
+227
130
$470K 0.16%
3,526
+111
131
$470K 0.16%
2,833
+596
132
$441K 0.15%
10,570
133
$440K 0.15%
10,497
134
$437K 0.15%
19,509
135
$422K 0.14%
2,752
136
$415K 0.14%
11,077
137
$415K 0.14%
3,478
+141
138
$413K 0.14%
13,399
+259
139
$408K 0.14%
1,698
-80
140
$405K 0.14%
+11,294
141
$403K 0.14%
793
-35
142
$398K 0.13%
9,261
+16
143
$389K 0.13%
5,700
144
$389K 0.13%
4,229
145
$375K 0.13%
10,693
146
$370K 0.12%
1,693
147
$364K 0.12%
2,933
+7
148
$361K 0.12%
8,005
-5,724
149
$354K 0.12%
1,182
-10
150
$354K 0.12%
2,300
4 5
6
7 8