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
$176M
AUM Growth
-$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$401K
3
+$273K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$263K
5
ETN icon
Eaton
ETN
+$238K

Top Sells

1
+$367K
2
+$319K
3
+$263K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$212K
5
RTX icon
RTX Corp
RTX
+$208K

Sector Composition

1 Technology 11.51%
2 Healthcare 10.8%
3 Financials 9.47%
4 Energy 8.38%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$64K 0.04%
2,100
202
$63K 0.04%
1,540
203
$61K 0.03%
696
204
$56K 0.03%
2,081
205
$53K 0.03%
15,588
206
$51K 0.03%
884
-400
207
$50K 0.03%
1,100
208
$49K 0.03%
1,740
-210
209
$48K 0.03%
450
210
$43K 0.02%
603
+5
211
$42K 0.02%
1,015
212
$42K 0.02%
2,690
213
$41K 0.02%
1,144
214
$40K 0.02%
921
215
$38K 0.02%
955
216
$37K 0.02%
196
217
$31K 0.02%
11,098
+61
218
$30K 0.02%
1,000
219
$30K 0.02%
10,900
+125
220
$28K 0.02%
2,060
221
$28K 0.02%
10,037
222
$26K 0.01%
390
223
$26K 0.01%
120
224
$25K 0.01%
605
+280
225
$23K 0.01%
1,412
-764
7 8
9
10 11