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
$185M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.26M
3
+$1.1M
4
LOW icon
Lowe's Companies
LOW
+$471K
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$341K

Top Sells

1
+$970K
2
+$510K
3
+$354K
4
GRMN icon
Garmin
GRMN
+$327K
5
AWK icon
American Water Works
AWK
+$280K

Sector Composition

1 Technology 11.61%
2 Healthcare 10.71%
3 Financials 9.34%
4 Consumer Staples 8.18%
5 Energy 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$241K 0.13%
1,000
152
$241K 0.13%
2,700
153
$240K 0.13%
2,064
+330
154
$240K 0.13%
12,607
+1,500
155
$231K 0.12%
3,862
156
$229K 0.12%
2,400
-385
157
$227K 0.12%
2,034
-966
158
$225K 0.12%
1,690
159
$223K 0.12%
3,794
160
$217K 0.12%
6,603
-58
161
$216K 0.12%
2,373
+30
162
$213K 0.12%
5,970
163
$211K 0.11%
5,555
164
$209K 0.11%
+1,076
165
$208K 0.11%
2,140
166
$205K 0.11%
4,243
167
$201K 0.11%
1,677
168
$200K 0.11%
6,571
169
$197K 0.11%
2,750
170
$196K 0.11%
5,166
171
$196K 0.11%
2,764
172
$194K 0.1%
4,715
+4,300
173
$189K 0.1%
4,120
+445
174
$185K 0.1%
2,819
175
$176K 0.1%
4,461
5 6
7
8 9