MIM

MTM Investment Management Portfolio holdings

AUM $316M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.34M
3
+$625K
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$623K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$479K

Top Sells

1
+$1.88M
2
+$247K
3
+$242K
4
HD icon
Home Depot
HD
+$184K
5
MSFT icon
Microsoft
MSFT
+$178K

Sector Composition

1 Technology 12.72%
2 Financials 10.35%
3 Consumer Discretionary 8.89%
4 Healthcare 8.28%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$286K 0.09%
1,325
177
$283K 0.09%
1,383
178
$280K 0.09%
6,000
179
$280K 0.09%
810
-6
180
$272K 0.09%
3,122
181
$265K 0.08%
724
-3
182
$261K 0.08%
1,280
183
$247K 0.08%
3,629
184
$247K 0.08%
1,782
+92
185
$245K 0.08%
4,676
186
$244K 0.08%
2,175
+141
187
$242K 0.08%
2,560
-255
188
$239K 0.08%
6,167
189
$234K 0.07%
1,367
+2
190
$233K 0.07%
1,225
+4
191
$233K 0.07%
2,123
-322
192
$232K 0.07%
5,148
193
$229K 0.07%
2,033
+1
194
$226K 0.07%
3,811
-410
195
$226K 0.07%
1,046
+90
196
$225K 0.07%
2,705
-809
197
$225K 0.07%
1,303
-475
198
$220K 0.07%
2,311
-300
199
$217K 0.07%
3,540
200
$207K 0.07%
606
+24
6 7
8
9 10