TIM

Tevis Investment Management Portfolio holdings

AUM $156M
1-Year Est. Return 14.97%
This Quarter Est. Return
1 Year Est. Return
+14.97%
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 +$1.08M
2 +$1M
3 +$869K
4
ASML icon
ASML
ASML
+$676K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$668K

Top Sells

1 +$727K
2 +$697K
3 +$670K
4
CSCO icon
Cisco
CSCO
+$548K
5
VZ icon
Verizon
VZ
+$538K

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