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
$185M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.26M
3
+$1.1M
4
LOW icon
Lowe's Companies
LOW
+$471K
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$341K

Top Sells

1
+$970K
2
+$510K
3
+$354K
4
GRMN icon
Garmin
GRMN
+$327K
5
AWK icon
American Water Works
AWK
+$280K

Sector Composition

1 Technology 11.61%
2 Healthcare 10.71%
3 Financials 9.34%
4 Consumer Staples 8.18%
5 Energy 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$172K 0.09%
450
+92
177
$160K 0.09%
4,818
178
$158K 0.09%
2,329
+1,135
179
$147K 0.08%
4,318
-90
180
$146K 0.08%
19,525
-500
181
$143K 0.08%
1,755
182
$141K 0.08%
960
183
$139K 0.08%
4,600
184
$136K 0.07%
1,707
185
$133K 0.07%
777
+121
186
$130K 0.07%
3,225
187
$125K 0.07%
1,292
188
$124K 0.07%
4,681
189
$118K 0.06%
2,262
190
$115K 0.06%
3,535
-285
191
$115K 0.06%
1,444
192
$109K 0.06%
1,740
193
$107K 0.06%
+750
194
$103K 0.06%
770
+2
195
$101K 0.05%
1,126
196
$98K 0.05%
1,193
197
$97K 0.05%
1,775
198
$87K 0.05%
934
-21
199
$84K 0.05%
13,530
200
$78K 0.04%
475
6 7
8
9 10