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
$242M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$763K
3
+$743K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$484K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$473K

Top Sells

1
+$481K
2
+$422K
3
+$242K
4
SCVL icon
Shoe Carnival
SCVL
+$231K
5
UPS icon
United Parcel Service
UPS
+$222K

Sector Composition

1 Technology 12.38%
2 Healthcare 11.04%
3 Financials 8.46%
4 Consumer Discretionary 8.2%
5 Energy 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$225K 0.09%
654
+534
177
$219K 0.09%
12,448
-797
178
$219K 0.09%
+1,743
179
$218K 0.09%
+60
180
$215K 0.09%
1,201
+276
181
$215K 0.09%
2,300
182
$212K 0.09%
13,018
-3,600
183
$212K 0.09%
2,329
184
$211K 0.09%
+3,629
185
$210K 0.09%
+378
186
$209K 0.09%
+5,568
187
$207K 0.09%
+4,200
188
$206K 0.09%
+519
189
$206K 0.09%
+9,795
190
$201K 0.08%
4,221
191
$172K 0.07%
17,120
+2
192
$167K 0.07%
19,625
193
$156K 0.06%
325
+230
194
$151K 0.06%
288
195
$149K 0.06%
3,098
196
$144K 0.06%
10,813
+228
197
$131K 0.05%
622
198
$130K 0.05%
1,329
199
$130K 0.05%
2,135
-500
200
$122K 0.05%
1,292
6 7
8
9 10