TIM

Tevis Investment Management Portfolio holdings

AUM $166M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1 +$5.11M
2 +$4.71M
3 +$4.08M
4
INVH icon
Invitation Homes
INVH
+$3.57M
5
PFE icon
Pfizer
PFE
+$2.56M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 16.07%
2 Technology 13.12%
3 Healthcare 12.18%
4 Financials 9.35%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$1K ﹤0.01%
+30
302
$1K ﹤0.01%
+200
303
$1K ﹤0.01%
+5
304
$1K ﹤0.01%
+100
305
$1K ﹤0.01%
+7
306
$1K ﹤0.01%
+3
307
$1K ﹤0.01%
+60