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
$416M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.03%
2 Industrials 0.82%
3 Financials 0.25%
4 Real Estate 0.22%
5 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200K 0.05%
16,077
-1,515
52
-4,313
53
-43,224