TIM
Timelo Investment Management Portfolio holdings
AUM
$28.9M
This Quarter Return
+14.63%
1 Year Return
-0.6%
3 Year Return
+41.07%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(+100%)
Cap. Flow
+$43.5M
Cap. Flow
% of AUM
42.8%
Top 10 Holdings %
Top 10 Hldgs %
64.38%
Holding
79
New
21
Increased
6
Reduced
–
Closed
26
Top Buys
| 1 |
Bank of Montreal
BMO
|
$18.1M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$7.78M |
| 3 |
Capri Holdings
CPRI
|
$4.87M |
| 4 |
Middleby
MIDD
|
$4.02M |
| 5 |
Designer Brands
DBI
|
$3.13M |
Top Sells
| 1 |
M/I Homes
MHO
|
$4.16M |
| 2 |
Comcast
CMCSA
|
$3.81M |
| 3 |
VRN
Veren
VRN
|
$2.89M |
| 4 |
Adobe
ADBE
|
$2.75M |
| 5 |
Legacy Housing
LEGH
|
$1.27M |
Sector Composition
| 1 | Financials | 39.62% |
| 2 | Consumer Discretionary | 25.78% |
| 3 | Healthcare | 10.28% |
| 4 | Communication Services | 8.31% |
| 5 | Industrials | 7.09% |
