TIM

Total Investment Management Portfolio holdings

AUM $692M
1-Year Est. Return 8.73%
This Quarter Est. Return
1 Year Est. Return
+8.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$52.9M
2 +$51.2M
3 +$47.1M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$14M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.58M

Sector Composition

1 Technology 1.49%
2 Industrials 1.17%
3 Real Estate 0.29%
4 Financials 0.2%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-9,031
52
-25,460
53
-1,460
54
-1,562
55
-19,400