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
$176M
AUM Growth
-$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$401K
3
+$273K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$263K
5
ETN icon
Eaton
ETN
+$238K

Top Sells

1
+$367K
2
+$319K
3
+$263K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$212K
5
RTX icon
RTX Corp
RTX
+$208K

Sector Composition

1 Technology 11.51%
2 Healthcare 10.8%
3 Financials 9.47%
4 Energy 8.38%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$156K 0.09%
3,550
-570
177
$147K 0.08%
4,818
178
$144K 0.08%
1,755
179
$141K 0.08%
4,233
-85
180
$137K 0.08%
4,600
181
$131K 0.07%
960
182
$128K 0.07%
358
-92
183
$124K 0.07%
3,225
184
$121K 0.07%
4,681
185
$115K 0.07%
3,535
186
$109K 0.06%
1,292
187
$108K 0.06%
656
-121
188
$108K 0.06%
1,444
189
$104K 0.06%
+3,189
190
$97K 0.06%
1,740
191
$95K 0.05%
2,062
-200
192
$95K 0.05%
773
+3
193
$93K 0.05%
1,193
194
$92K 0.05%
1,126
195
$90K 0.05%
1,775
196
$81K 0.05%
934
197
$81K 0.05%
1,107
-600
198
$79K 0.04%
19,525
199
$74K 0.04%
13,530
200
$66K 0.04%
2,130
6 7
8
9 10