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
$551M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$46.6M
2 +$46.2M
3 +$22.6M
4
GLD icon
SPDR Gold Trust
GLD
+$21.7M
5
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$7.95M

Sector Composition

1 Technology 0.78%
2 Industrials 0.49%
3 Energy 0.47%
4 Consumer Staples 0.39%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,050