MIM

MTM Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.14M
3
+$688K
4
TSLA icon
Tesla
TSLA
+$675K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$629K

Top Sells

1
+$1.57M
2
+$1.1M
3
+$359K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$251K
5
ARLP icon
Alliance Resource Partners
ARLP
+$243K

Sector Composition

1 Technology 13.28%
2 Financials 10.22%
3 Healthcare 8.63%
4 Consumer Discretionary 8.11%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$348K 0.12%
14,366
+41
152
$348K 0.12%
4,600
153
$342K 0.11%
728
+48
154
$339K 0.11%
2,320
+2
155
$338K 0.11%
7,766
156
$337K 0.11%
1,153
+18
157
$334K 0.11%
626
158
$334K 0.11%
1,193
+219
159
$332K 0.11%
4,454
-127
160
$326K 0.11%
1,435
161
$318K 0.11%
3,294
+584
162
$316K 0.11%
+2,600
163
$310K 0.1%
1,778
164
$307K 0.1%
53
165
$305K 0.1%
2,250
166
$302K 0.1%
3,361
+11
167
$293K 0.1%
+3,010
168
$285K 0.1%
459
169
$283K 0.1%
2,720
+95
170
$276K 0.09%
3,514
-728
171
$267K 0.09%
6,000
172
$266K 0.09%
1,221
+3
173
$264K 0.09%
378
174
$261K 0.09%
1,659
175
$256K 0.09%
3,122
5 6
7
8 9