TIM
Tevis Investment Management Portfolio holdings
AUM
$156M
1-Year Return
14.97%
This Quarter Return
+13.29%
1 Year Return
+14.97%
3 Year Return
+53.36%
5 Year Return
–
10 Year Return
–
AUM
$93.9M
AUM Growth
-$8.91M
(-8.7%)
Cap. Flow
-$18.7M
Cap. Flow
% of AUM
-19.93%
Top 10 Holdings %
Top 10 Hldgs %
34.18%
Holding
392
New
4
Increased
33
Reduced
36
Closed
132
Top Buys
| 1 |
Sprott Physical Gold and Silver Trust
CEF
|
$962K |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$397K |
| 3 |
Schwab US REIT ETF
SCHH
|
$397K |
| 4 |
ProShares Short QQQ
PSQ
|
$339K |
| 5 |
Ashland
ASH
|
$321K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 19.63% |
| 2 | Healthcare | 12.97% |
| 3 | Technology | 11.49% |
| 4 | Financials | 10.78% |
| 5 | Materials | 9.37% |
