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
$135M
AUM Growth
-$456K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$1.08M
3 +$903K
4
ASML icon
ASML
ASML
+$700K
5
HSY icon
Hershey
HSY
+$691K

Top Sells

1 +$828K
2 +$727K
3 +$716K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$668K
5
VZ icon
Verizon
VZ
+$568K

Sector Composition

1 Consumer Staples 18.03%
2 Technology 14%
3 Financials 13.08%
4 Healthcare 10.56%
5 Communication Services 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,015
102
-2,377