TIM
Total Investment Management Portfolio holdings
AUM
$779M
1-Year Est. Return
11.15%
This Fund
S&P 500
1 Year Est. Return
+11.15%
AUM
$769M
AUM Growth
+$77.2M
(+11%)
Holding
905
Top Buys
| 1 | +$74M | |
| 2 | +$564K | |
| 3 | +$309K | |
| 4 |
Tesla
TSLA
|
+$278K |
| 5 |
Sprott Physical Silver Trust
PSLV
|
+$234K |
Top Sells
| 1 | +$2.42M | |
| 2 | +$2.25M | |
| 3 | +$1.74M | |
| 4 |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
|
+$1.67M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.46M |
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
BP
BP
$100B
| – | – |
-1,065
|
|
||
902
Broadridge
BR
$21.1B
| – | – |
-6
|
|
||
903
Dutch Bros
BROS
$7.22B
| – | – |
-106
|
|
||
904
Boston Scientific
BSX
$110B
| – | – |
-9
|
|
||
905
Bit Digital
BTBT
$586M
| – | – |
-1,200
|
|