MIM

MTM Investment Management Portfolio holdings

AUM $313M
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.14M
3
+$688K
4
TSLA icon
Tesla
TSLA
+$675K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$629K

Top Sells

1
+$1.57M
2
+$1.1M
3
+$359K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$251K
5
ARLP icon
Alliance Resource Partners
ARLP
+$243K

Sector Composition

1 Technology 13.28%
2 Financials 10.22%
3 Healthcare 8.63%
4 Consumer Discretionary 8.11%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$192K 0.06%
+515
202
$191K 0.06%
2,574
203
$178K 0.06%
+723
204
$170K 0.06%
+582
205
$163K 0.05%
+400
206
$160K 0.05%
+5,042
207
$159K 0.05%
+1,609
208
$158K 0.05%
+2,270
209
$154K 0.05%
+1,529
210
$153K 0.05%
6,560
211
$153K 0.05%
3,670
212
$153K 0.05%
+1,454
213
$151K 0.05%
+2,145
214
$151K 0.05%
+5,000
215
$150K 0.05%
+549
216
$148K 0.05%
+4,500
217
$147K 0.05%
1,329
218
$147K 0.05%
+618
219
$146K 0.05%
+1,620
220
$145K 0.05%
+707
221
$143K 0.05%
324
-195
222
$143K 0.05%
+1,866
223
$142K 0.05%
12,129
+2
224
$141K 0.05%
+1,545
225
$139K 0.05%
+1,045
7 8
9
10 11