MIM

MTM Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.14M
3
+$688K
4
TSLA icon
Tesla
TSLA
+$675K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$629K

Top Sells

1
+$1.57M
2
+$1.1M
3
+$359K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$251K
5
ARLP icon
Alliance Resource Partners
ARLP
+$243K

Sector Composition

1 Technology 13.28%
2 Financials 10.22%
3 Healthcare 8.63%
4 Consumer Discretionary 8.11%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$255K 0.09%
816
177
$253K 0.09%
2,445
-137
178
$253K 0.09%
1,383
179
$253K 0.08%
2,815
180
$250K 0.08%
1,943
181
$249K 0.08%
1,280
182
$247K 0.08%
727
+1
183
$245K 0.08%
2,611
184
$243K 0.08%
2,034
185
$242K 0.08%
1,538
+38
186
$241K 0.08%
2,559
-525
187
$237K 0.08%
4,221
188
$234K 0.08%
4,676
189
$232K 0.08%
3,629
190
$227K 0.08%
6,167
-404
191
$224K 0.08%
5,148
192
$218K 0.07%
15,268
+800
193
$211K 0.07%
2,032
+1
194
$205K 0.07%
1,690
195
$204K 0.07%
+1,365
196
$200K 0.07%
+956
197
$200K 0.07%
+3,540
198
$198K 0.07%
2,329
199
$196K 0.07%
+732
200
$195K 0.07%
+2,715
6 7
8
9 10