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
$176M
AUM Growth
-$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$401K
3
+$273K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$263K
5
ETN icon
Eaton
ETN
+$238K

Top Sells

1
+$367K
2
+$319K
3
+$263K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$212K
5
RTX icon
RTX Corp
RTX
+$208K

Sector Composition

1 Technology 11.51%
2 Healthcare 10.8%
3 Financials 9.47%
4 Energy 8.38%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$242K 0.14%
6,421
152
$239K 0.14%
3,654
+22
153
$238K 0.14%
+7,828
154
$235K 0.13%
3,345
+242
155
$234K 0.13%
2,034
156
$227K 0.13%
2,034
157
$222K 0.13%
2,238
+31
158
$217K 0.12%
3,140
159
$215K 0.12%
5,555
160
$215K 0.12%
3,794
161
$213K 0.12%
3,862
162
$213K 0.12%
1,435
163
$212K 0.12%
5,970
164
$210K 0.12%
+7,051
165
$209K 0.12%
5,568
166
$208K 0.12%
6,915
+312
167
$205K 0.12%
+9,640
168
$203K 0.12%
+1,400
169
$201K 0.11%
4,243
170
$200K 0.11%
750
171
$191K 0.11%
5,166
172
$182K 0.1%
4,715
173
$175K 0.1%
2,819
174
$164K 0.09%
4,461
175
$160K 0.09%
2,329
5 6
7
8 9