Long-term investor
Mtm Financial Group, LLC @mtmfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002132054).
Record
- Tracked since 2022-12-31 (1553 days), 133 trades recorded
- Returns: week n/a · month n/a · 90 days +28.9% · 6 months +28.9% · 1 year +28.9% · all +22.1%
- Max drawdown -11.8% · Sharpe 0.67 · win rate 55% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921908844 · 13.7% · long · since 2022-12-31
- 45783Y855 · 11.6% · long · since 2022-12-31
- QQQ · 8.0% · long · since 2022-12-31
- 45783Y814 · 5.5% · long · since 2022-12-31
- 46641Q332 · 5.5% · long · since 2026-06-30
- 46654Q203 · 3.6% · long · since 2026-06-30
- 14020W106 · 3.4% · long · since 2026-06-30
- 45782C813 · 2.4% · long · since 2022-12-31
- 00162Q858 · 2.1% · long · since 2022-12-31
- 45782C748 · 2.0% · long · since 2022-12-31
- 45782C870 · 1.8% · long · since 2022-12-31
- 45782C508 · 1.7% · long · since 2022-12-31
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