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
$242M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$763K
3
+$743K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$484K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$473K

Top Sells

1
+$481K
2
+$422K
3
+$242K
4
SCVL icon
Shoe Carnival
SCVL
+$231K
5
UPS icon
United Parcel Service
UPS
+$222K

Sector Composition

1 Technology 12.38%
2 Healthcare 11.04%
3 Financials 8.46%
4 Consumer Discretionary 8.2%
5 Energy 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$116K 0.05%
+475
202
$115K 0.05%
3,200
-400
203
$101K 0.04%
1,625
204
$99.6K 0.04%
1,055
+84
205
$98.3K 0.04%
889
206
$88.1K 0.04%
1,540
207
$84.6K 0.03%
2,095
208
$82.4K 0.03%
2,388
209
$82K 0.03%
607
210
$75.5K 0.03%
+1,017
211
$74.7K 0.03%
13,530
212
$73.7K 0.03%
+361
213
$72.5K 0.03%
884
214
$70.9K 0.03%
2,081
215
$60.3K 0.02%
264
+232
216
$56.6K 0.02%
+2,235
217
$55.4K 0.02%
450
218
$53.2K 0.02%
213
+48
219
$53.1K 0.02%
+1,008
220
$47.2K 0.02%
1,195
+51
221
$46.7K 0.02%
955
222
$43.9K 0.02%
+2,252
223
$43.3K 0.02%
+1,250
224
$41.4K 0.02%
1,100
225
$38.7K 0.02%
1,000
7 8
9
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