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
$102M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$7.78M
3
+$4.87M
4
MIDD icon
Middleby
MIDD
+$4.02M
5
DBI icon
Designer Brands
DBI
+$3.13M

Top Sells

1
+$4.16M
2
+$3.81M
3
+$2.89M
4
ADBE icon
Adobe
ADBE
+$2.75M
5
LEGH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-20,000
77
– –
-10,000
78
– –
-10,000
79
– –
-10,000
1 2 3
4