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
$185M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.26M
3
+$1.1M
4
LOW icon
Lowe's Companies
LOW
+$471K
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$341K

Top Sells

1
+$970K
2
+$510K
3
+$354K
4
GRMN icon
Garmin
GRMN
+$327K
5
AWK icon
American Water Works
AWK
+$280K

Sector Composition

1 Technology 11.61%
2 Healthcare 10.71%
3 Financials 9.34%
4 Consumer Staples 8.18%
5 Energy 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$74K 0.04%
1,284
202
$69K 0.04%
366
203
$68K 0.04%
2,130
204
$67K 0.04%
1,950
205
$65K 0.04%
696
206
$64K 0.03%
1,540
207
$64K 0.03%
2,100
-300
208
$61K 0.03%
2,081
209
$58K 0.03%
15,588
210
$55K 0.03%
1,100
211
$54K 0.03%
450
212
$49K 0.03%
1,015
-170
213
$48K 0.03%
1,144
+50
214
$43K 0.02%
921
215
$43K 0.02%
598
+116
216
$40K 0.02%
2,690
217
$40K 0.02%
2,176
218
$39K 0.02%
196
219
$37K 0.02%
955
220
$35K 0.02%
+11,037
221
$33K 0.02%
2,060
222
$33K 0.02%
+10,037
223
$32K 0.02%
1,000
-200
224
$30K 0.02%
10,599
-10,597
225
$30K 0.02%
126
7 8
9
10 11