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
$355M
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$39.8M
2 +$22.9M
3 +$1.5M
4
MO icon
Altria Group
MO
+$153K
5
VV icon
Vanguard Large-Cap ETF
VV
+$149K

Sector Composition

1 Technology 1.27%
2 Industrials 0.67%
3 Consumer Staples 0.23%
4 Consumer Discretionary 0.19%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-415,768
52
-3,551
53
-2,654
54
-3,722
55
-1,090
56
-213,848
57
-3,587