MIM

MTM Investment Management Portfolio holdings

AUM $316M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.34M
3
+$625K
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$623K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$479K

Top Sells

1
+$1.88M
2
+$247K
3
+$242K
4
HD icon
Home Depot
HD
+$184K
5
MSFT icon
Microsoft
MSFT
+$178K

Sector Composition

1 Technology 12.72%
2 Financials 10.35%
3 Consumer Discretionary 8.89%
4 Healthcare 8.28%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$510K 0.16%
10,895
127
$505K 0.16%
4,522
-28
128
$499K 0.16%
7,987
-73
129
$498K 0.16%
5,097
-675
130
$483K 0.15%
14,405
-5,104
131
$475K 0.15%
2,752
132
$463K 0.15%
10,570
133
$460K 0.15%
3,505
-21
134
$456K 0.14%
10,497
135
$451K 0.14%
2,535
+2,315
136
$450K 0.14%
3,547
+66
137
$436K 0.14%
11,294
138
$425K 0.14%
9,296
+35
139
$423K 0.13%
13,704
+305
140
$420K 0.13%
1,698
141
$418K 0.13%
3,119
+109
142
$410K 0.13%
2,300
143
$410K 0.13%
3,012
-466
144
$408K 0.13%
4,229
145
$401K 0.13%
10,477
-600
146
$399K 0.13%
7,932
-2,000
147
$396K 0.13%
4,106
-820
148
$388K 0.12%
2,320
149
$376K 0.12%
3,366
+5
150
$373K 0.12%
10,530
-163
4 5
6
7 8