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
$788M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.86M
2 +$2.8M
3 +$1.98M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$1.52M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.51M

Top Sells

1 +$3.21M
2 +$327K
3 +$257K
4
ARKK icon
ARK Innovation ETF
ARKK
+$237K
5
PFE icon
Pfizer
PFE
+$226K

Sector Composition

1 Technology 1.04%
2 Industrials 0.63%
3 Consumer Discretionary 0.36%
4 Consumer Staples 0.24%
5 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,403
77
-6,798