TIM

Timelo Investment Management Portfolio holdings

AUM $60.3M
1-Year Est. Return 2.8%
This Quarter Est. Return
1 Year Est. Return
+2.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.9M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.69M
3
+$1.48M
4
MO icon
Altria Group
MO
+$1.36M
5
VFC icon
VF Corp
VFC
+$1.09M

Top Sells

1
+$9.36M
2
+$6.89M
3
+$3.74M
4
BZH icon
Beazer Homes USA
BZH
+$2.74M
5
ZYME icon
Zymeworks
ZYME
+$2.54M

Sector Composition

1 Financials 29.1%
2 Healthcare 27.88%
3 Consumer Discretionary 15.01%
4 Materials 7.01%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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