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
$198M
AUM Growth
-$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$656K
3
+$371K
4
DE icon
Deere & Co
DE
+$347K
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$217K

Top Sells

1
+$1.41M
2
+$789K
3
+$462K
4
AKAM icon
Akamai
AKAM
+$373K
5
HSY icon
Hershey
HSY
+$317K

Sector Composition

1 Technology 12.31%
2 Healthcare 11.16%
3 Energy 9.18%
4 Consumer Discretionary 7.85%
5 Financials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$57.8K 0.03%
2,081
202
$57.8K 0.03%
15,588
203
$51K 0.03%
1,015
204
$48.4K 0.02%
450
205
$44.5K 0.02%
426
-200
206
$44.2K 0.02%
955
207
$39K 0.02%
1,144
208
$37.3K 0.02%
95
209
$35.6K 0.02%
2,044
210
$35.1K 0.02%
129
211
$34.4K 0.02%
165
212
$33.1K 0.02%
1,000
213
$30.3K 0.02%
2,060
214
$29.7K 0.02%
821
215
$28.4K 0.01%
605
216
$25.7K 0.01%
672
+2
217
$24.9K 0.01%
423
-3,311
218
$23.5K 0.01%
100
219
$22.8K 0.01%
301
220
$22.4K 0.01%
300
221
$22.3K 0.01%
685
222
$20.7K 0.01%
200
223
$20.2K 0.01%
275
224
$20K 0.01%
94
225
$18.3K 0.01%
145
7 8
9
10 11