TIM
Tevis Investment Management Portfolio holdings
AUM
$166M
1-Year Est. Return
18.84%
This Fund
S&P 500
1 Year Est. Return
+18.84%
AUM
$166M
AUM Growth
$0
(0%)
Holding
106
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 17.99% |
| 2 | Technology | 15.74% |
| 3 | Financials | 12.22% |
| 4 | Healthcare | 11.28% |
| 5 | Communication Services | 7.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Southern Company
SO
$109B
| $230K | 0.14% |
2,425
|
|
||
|
K
102
DELISTED
Kellanova
K
| $230K | 0.14% |
2,800
|
|
||
103
iShares Core S&P 500 ETF
IVV
$738B
| $225K | 0.14% |
336
|
|
||
104
Liberty Global Class C
LBTYK
$4.14B
| $220K | 0.13% |
18,742
|
|
||
105
American Water Works
AWK
$26.8B
| $210K | 0.13% |
1,512
|
|
||
106
Enterprise Products Partners
EPD
$80.2B
| $210K | 0.13% |
6,719
|
|