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
$210M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$832K
3
+$609K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$501K
5
ADM icon
Archer Daniels Midland
ADM
+$478K

Top Sells

1
+$1.05M
2
+$550K
3
+$379K
4
AAPL icon
Apple
AAPL
+$356K
5
TJX icon
TJX Companies
TJX
+$213K

Sector Composition

1 Technology 12.79%
2 Financials 10.29%
3 Consumer Discretionary 8.92%
4 Healthcare 8.16%
5 Consumer Staples 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$261K 0.12%
5,520
+3
152
$258K 0.12%
5,287
+2
153
$257K 0.12%
3,585
+25
154
$255K 0.12%
3,862
-844
155
$255K 0.12%
1,690
+4
156
$248K 0.12%
+1,000
157
$248K 0.12%
5,700
158
$247K 0.12%
1,569
159
$247K 0.12%
3,140
160
$243K 0.12%
2,034
161
$242K 0.12%
3,589
+11
162
$242K 0.12%
11,107
163
$240K 0.11%
14,004
+1,316
164
$237K 0.11%
10,800
-1,000
165
$237K 0.11%
1,690
166
$236K 0.11%
5,555
167
$234K 0.11%
674
168
$232K 0.11%
2,750
169
$230K 0.11%
1,189
+6
170
$229K 0.11%
+9,798
171
$229K 0.11%
20,325
-800
172
$228K 0.11%
+7,003
173
$224K 0.11%
2,764
174
$222K 0.11%
+600
175
$220K 0.1%
3,794
5 6
7
8 9