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
$210M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$832K
3
+$609K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$501K
5
ADM icon
Archer Daniels Midland
ADM
+$478K

Top Sells

1
+$1.05M
2
+$550K
3
+$379K
4
AAPL icon
Apple
AAPL
+$356K
5
TJX icon
TJX Companies
TJX
+$213K

Sector Composition

1 Technology 12.79%
2 Financials 10.29%
3 Consumer Discretionary 8.92%
4 Healthcare 8.16%
5 Consumer Staples 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 5.24%
42,674
-60
2
$9.93M 4.72%
55,905
-2,005
3
$7.1M 3.38%
21,117
-132
4
$5.24M 2.49%
87,586
-6,329
5
$4.79M 2.28%
30,267
+503
6
$4.28M 2.03%
72,205
-148
7
$3.83M 1.82%
8,067
+19
8
$3.36M 1.6%
35,527
-2
9
$3.2M 1.52%
201,947
+20,979
10
$3.18M 1.51%
53,621
-34
11
$3.18M 1.51%
27,114
+161
12
$3.13M 1.49%
17,891
13
$3.01M 1.43%
43,902
+27
14
$3.01M 1.43%
12,099
-194
15
$3M 1.43%
10,858
-29
16
$2.86M 1.36%
12,665
-140
17
$2.63M 1.25%
69,990
18
$2.61M 1.24%
8,760
19
$2.53M 1.2%
19,152
-91
20
$2.49M 1.18%
6,002
+115
21
$2.33M 1.11%
52,295
22
$2.32M 1.1%
4,081
-43
23
$2.29M 1.09%
14,080
-6,437
24
$2.23M 1.06%
28,527
-297
25
$2.19M 1.04%
34,550
+2,202
1
2 3 4 5