MIM

MTM Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$933K
2
+$463K
3
+$425K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$413K
5
HON icon
Honeywell
HON
+$368K

Top Sells

1
+$757K
2
+$756K
3
+$740K
4
LOW icon
Lowe's Companies
LOW
+$731K
5
DOW icon
Dow Inc
DOW
+$553K

Sector Composition

1 Technology 12.11%
2 Financials 10.57%
3 Healthcare 8.25%
4 Consumer Discretionary 8.19%
5 Consumer Staples 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$150K 0.08%
960
177
$149K 0.08%
2,778
178
$147K 0.08%
2,262
179
$146K 0.08%
+15,714
180
$134K 0.07%
1,431
181
$132K 0.07%
2,400
182
$129K 0.07%
1,444
183
$120K 0.07%
2,181
-186
184
$115K 0.06%
2,100
185
$113K 0.06%
10,006
+4
186
$113K 0.06%
1,031
+89
187
$112K 0.06%
1,034
188
$112K 0.06%
1,839
189
$108K 0.06%
2,130
190
$108K 0.06%
1,193
191
$105K 0.06%
1,194
192
$103K 0.06%
763
+3
193
$99K 0.05%
1,284
194
$90K 0.05%
13,530
195
$89K 0.05%
475
196
$79K 0.04%
1,293
197
$71K 0.04%
820
198
$67K 0.04%
675
199
$66K 0.04%
2,081
200
$66K 0.04%
366
6 7
8
9 10