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
$198M
AUM Growth
-$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$656K
3
+$371K
4
DE icon
Deere & Co
DE
+$347K
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$217K

Top Sells

1
+$1.41M
2
+$789K
3
+$462K
4
AKAM icon
Akamai
AKAM
+$373K
5
HSY icon
Hershey
HSY
+$317K

Sector Composition

1 Technology 12.31%
2 Healthcare 11.16%
3 Energy 9.18%
4 Consumer Discretionary 7.85%
5 Financials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$160K 0.08%
4,221
177
$146K 0.07%
3,098
178
$146K 0.07%
960
179
$133K 0.07%
4,100
180
$131K 0.07%
2,635
181
$130K 0.07%
10,486
+103
182
$124K 0.06%
288
-35
183
$119K 0.06%
1,193
184
$111K 0.06%
1,329
185
$110K 0.06%
622
186
$110K 0.06%
3,095
187
$108K 0.05%
784
+2
188
$108K 0.05%
1,866
189
$107K 0.05%
1,292
190
$88.7K 0.04%
4,291
191
$87.8K 0.04%
1,625
192
$87.3K 0.04%
966
+348
193
$83.9K 0.04%
889
-45
194
$74.9K 0.04%
2,388
195
$72.7K 0.04%
2,100
196
$69.4K 0.04%
13,530
197
$68.2K 0.03%
1,540
-10,433
198
$63.7K 0.03%
607
199
$63.6K 0.03%
750
200
$59.2K 0.03%
884
6 7
8
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