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
$579M
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$60.2M
2 +$54.1M
3 +$52.1M
4
VTV icon
Vanguard Value ETF
VTV
+$28.7M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$28.2M

Sector Composition

1 Technology 0.89%
2 Industrials 0.68%
3 Consumer Discretionary 0.44%
4 Financials 0.15%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-61,414