TIM
Total Investment Management Portfolio holdings
AUM
$779M
1-Year Est. Return
11.16%
This Fund
S&P 500
1 Year Est. Return
+11.16%
AUM
$769M
AUM Growth
+$77.2M
(+11%)
Holding
905
Top Buys
| 1 | +$70.6M | |
| 2 | +$528K | |
| 3 | +$309K | |
| 4 |
Tesla
TSLA
|
+$217K |
| 5 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$215K |
Top Sells
| 1 | +$2.28M | |
| 2 | +$2.17M | |
| 3 | +$1.71M | |
| 4 |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
|
+$1.67M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.44M |
Sector Composition
| 1 | Technology | 1.4% |
| 2 | Industrials | 0.99% |
| 3 | Consumer Discretionary | 0.42% |
| 4 | Consumer Staples | 0.36% |
| 5 | Financials | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
901
ARK Genomic Revolution ETF
ARKG
$983M
| – | – |
-2,856
|
|
||
902
Alliance Resource Partners
ARLP
$3.62B
| – | – |
-6
|
|
||
903
Arrowhead Research
ARWR
$8.07B
| – | – |
-1,244
|
|
||
904
Ardmore Shipping
ASC
$612M
| – | – |
-700
|
|
||
905
ASML
ASML
$483B
| – | – |
-21
|
|