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
$242M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$763K
3
+$743K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$484K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$473K

Top Sells

1
+$481K
2
+$422K
3
+$242K
4
SCVL icon
Shoe Carnival
SCVL
+$231K
5
UPS icon
United Parcel Service
UPS
+$222K

Sector Composition

1 Technology 12.38%
2 Healthcare 11.04%
3 Financials 8.46%
4 Consumer Discretionary 8.2%
5 Energy 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$304K 0.13%
6,066
+253
152
$299K 0.12%
8,316
+1
153
$295K 0.12%
2,250
154
$290K 0.12%
1,638
+88
155
$290K 0.12%
2,377
-149
156
$290K 0.12%
1,192
-61
157
$289K 0.12%
5,921
-38
158
$279K 0.12%
4,835
-40
159
$272K 0.11%
2,993
160
$267K 0.11%
608
161
$266K 0.11%
1,631
+844
162
$262K 0.11%
1,690
163
$260K 0.11%
2,034
164
$259K 0.11%
4,600
165
$255K 0.11%
1,524
+6
166
$254K 0.1%
16,463
167
$253K 0.1%
+1,299
168
$244K 0.1%
7,351
+50
169
$242K 0.1%
3,456
+10
170
$233K 0.1%
10,250
171
$232K 0.1%
2,830
172
$232K 0.1%
1,659
173
$231K 0.1%
2,764
174
$226K 0.09%
+2,318
175
$225K 0.09%
3,122
5 6
7
8 9