TIM

Timelo Investment Management Portfolio holdings

AUM $94.2M
1-Year Est. Return 26.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.5M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$3.89M
3
+$3.67M
4
VET icon
Vermilion Energy
VET
+$1.83M
5
RH icon
RH
RH
+$1.74M

Top Sells

1
+$9.01M
2
+$7.78M
3
+$5.49M
4
DBI icon
Designer Brands
DBI
+$3.13M
5
KBH icon
KB Home
KBH
+$2.55M

Sector Composition

1 Financials 41.77%
2 Healthcare 15.96%
3 Consumer Discretionary 15.08%
4 Energy 8.41%
5 Real Estate 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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