MIM

MTM Investment Management Portfolio holdings

AUM $315M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$919K
2
+$455K
3
+$414K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$409K
5
HON icon
Honeywell
HON
+$346K

Top Sells

1
+$744K
2
+$736K
3
+$709K
4
NSC icon
Norfolk Southern
NSC
+$706K
5
DOW icon
Dow Inc
DOW
+$520K

Sector Composition

1 Technology 12.11%
2 Financials 10.57%
3 Healthcare 8.25%
4 Consumer Discretionary 8.19%
5 Consumer Staples 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$227K 0.12%
3,560
+25
152
$226K 0.12%
+3,500
153
$226K 0.12%
3,794
154
$225K 0.12%
2,750
-250
155
$215K 0.12%
4,243
156
$214K 0.12%
3,578
+11
157
$212K 0.12%
4,013
158
$210K 0.11%
987
-60
159
$210K 0.11%
12,688
+123
160
$205K 0.11%
1,690
161
$203K 0.11%
2,764
162
$202K 0.11%
1,569
+37
163
$202K 0.11%
2,450
164
$200K 0.11%
1,183
+6
165
$200K 0.11%
+674
166
$197K 0.11%
4,461
167
$196K 0.11%
456
+163
168
$195K 0.11%
2,575
-9,720
169
$192K 0.1%
1,900
170
$188K 0.1%
3,570
+115
171
$180K 0.1%
6,085
172
$178K 0.1%
3,727
+300
173
$174K 0.09%
1,755
+76
174
$157K 0.09%
4,468
175
$153K 0.08%
4,681
5 6
7
8 9