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
$210M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$832K
3
+$609K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$501K
5
ADM icon
Archer Daniels Midland
ADM
+$478K

Top Sells

1
+$1.05M
2
+$550K
3
+$379K
4
AAPL icon
Apple
AAPL
+$356K
5
TJX icon
TJX Companies
TJX
+$213K

Sector Composition

1 Technology 12.79%
2 Financials 10.29%
3 Consumer Discretionary 8.92%
4 Healthcare 8.16%
5 Consumer Staples 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$118K 0.06%
1,193
202
$117K 0.06%
2,181
203
$116K 0.06%
1,013
-18
204
$114K 0.05%
1,126
-305
205
$113K 0.05%
2,100
206
$113K 0.05%
765
+2
207
$110K 0.05%
1,839
208
$108K 0.05%
1,284
209
$107K 0.05%
1,194
210
$107K 0.05%
1,775
-625
211
$98K 0.05%
834
-200
212
$97K 0.05%
13,530
213
$96K 0.05%
475
214
$91K 0.04%
+20,987
215
$88K 0.04%
2,130
216
$88K 0.04%
14,371
-1,343
217
$79K 0.04%
+2,400
218
$78K 0.04%
1,293
219
$76K 0.04%
1,540
+115
220
$73K 0.03%
366
221
$71K 0.03%
675
222
$70K 0.03%
2,081
223
$70K 0.03%
820
224
$62K 0.03%
15,588
225
$57K 0.03%
1,094
7 8
9
10 11