MIM
MTM Investment Management Portfolio holdings
AUM
$298M
1-Year Return
19.56%
This Quarter Return
+10.63%
1 Year Return
+19.56%
3 Year Return
+68.88%
5 Year Return
–
10 Year Return
–
AUM
$219M
AUM Growth
+$20.8M
(+11%)
Cap. Flow
+$1.67M
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
28.74%
Holding
266
New
14
Increased
52
Reduced
73
Closed
9
Top Buys
Top Sells
| 1 |
Honeywell
HON
|
$239K |
| 2 |
Exelon
EXC
|
$210K |
| 3 |
First Trust Consumer Discretionary AlphaDEX Fund
FXD
|
$206K |
| 4 |
Invesco S&P SmallCap Information Technology ETF
PSCT
|
$204K |
| 5 |
DTE Energy
DTE
|
$202K |
Sector Composition
| 1 | Technology | 12.76% |
| 2 | Healthcare | 10.65% |
| 3 | Financials | 8.23% |
| 4 | Consumer Discretionary | 8.02% |
| 5 | Energy | 7.99% |
