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
$210M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$832K
3
+$609K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$501K
5
ADM icon
Archer Daniels Midland
ADM
+$478K

Top Sells

1
+$1.05M
2
+$550K
3
+$379K
4
AAPL icon
Apple
AAPL
+$356K
5
TJX icon
TJX Companies
TJX
+$213K

Sector Composition

1 Technology 12.79%
2 Financials 10.29%
3 Consumer Discretionary 8.92%
4 Healthcare 8.16%
5 Consumer Staples 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$218K 0.1%
1,900
177
$217K 0.1%
+2,687
178
$216K 0.1%
2,675
+100
179
$214K 0.1%
+2,340
180
$212K 0.1%
4,243
181
$210K 0.1%
+2,089
182
$209K 0.1%
+5,626
183
$206K 0.1%
+12,633
184
$206K 0.1%
4,461
185
$204K 0.1%
+933
186
$204K 0.1%
+1,809
187
$204K 0.1%
1,755
188
$202K 0.1%
2,350
-100
189
$201K 0.1%
+3,445
190
$197K 0.09%
413
-43
191
$196K 0.09%
3,455
-115
192
$185K 0.09%
5,649
-436
193
$179K 0.09%
3,727
194
$176K 0.08%
3,225
+2,540
195
$169K 0.08%
4,468
196
$161K 0.08%
2,262
197
$161K 0.08%
960
198
$154K 0.07%
4,681
199
$135K 0.06%
+3,820
200
$132K 0.06%
1,444
6 7
8
9 10