TIM
Tevis Investment Management Portfolio holdings
AUM
$156M
This Quarter Return
-5.44%
1 Year Return
+14.97%
3 Year Return
+53.36%
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(-1.7%)
Cap. Flow
+$6.58M
Cap. Flow
% of AUM
6.4%
Top 10 Holdings %
Top 10 Hldgs %
27.78%
Holding
512
New
9
Increased
104
Reduced
22
Closed
109
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.92M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$883K |
| 3 |
WillScot Mobile Mini Holdings
WSC
|
$328K |
| 4 |
Arista Networks
ANET
|
$327K |
| 5 |
Molina Healthcare
MOH
|
$326K |
Top Sells
| 1 |
Coca-Cola Consolidated
COKE
|
$338K |
| 2 |
Bunge Global
BG
|
$280K |
| 3 |
CorVel
CRVL
|
$269K |
| 4 |
Choice Hotels
CHH
|
$269K |
| 5 |
Graham Holdings Company
GHC
|
$102K |
Sector Composition
| 1 | Consumer Staples | 16.33% |
| 2 | Healthcare | 10.76% |
| 3 | Technology | 10.24% |
| 4 | Financials | 9.93% |
| 5 | Materials | 6.83% |
