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
$346M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$54.3M
2 +$33.3M
3 +$1.09M
4
VV icon
Vanguard Large-Cap ETF
VV
+$496K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$390K

Sector Composition

1 Technology 1.05%
2 Industrials 0.82%
3 Consumer Discretionary 0.52%
4 Financials 0.19%
5 Consumer Staples 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,010
52
-2,530
53
-3,473