TIM
Total Investment Management Portfolio holdings
AUM
$692M
1-Year Est. Return
8.73%
1 Year Est. Return
+8.73%
AUM
$765M
AUM Growth
+$52.2M
(+7.3%)
Holding
81
Top Buys
| 1 | +$23.6M | |
| 2 | +$9.04M | |
| 3 | +$5.34M | |
| 4 |
BNY Mellon Core Bond ETF
BKAG
|
+$3.93M |
| 5 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$3.42M |
Top Sells
| 1 | +$879K | |
| 2 | +$591K | |
| 3 | +$392K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$388K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$372K |
Sector Composition
| 1 | Technology | 1.2% |
| 2 | Industrials | 0.75% |
| 3 | Consumer Discretionary | 0.36% |
| 4 | Consumer Staples | 0.36% |
| 5 | Financials | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Schwab US Large- Cap ETF
SCHX
$62.1B
| – | – |
-13,510
|
|
||
77
Broadcom
AVGO
$1.78T
| – | – |
-1,001
|
|
||
78
ProShares Bitcoin Strategy ETF
BITO
$2.49B
| – | – |
-38,581
|
|
||
79
Alphabet (Google) Class C
GOOG
$3.41T
| – | – |
-1,377
|
|
||
80
iShares Latin America 40 ETF
ILF
$1.94B
| – | – |
-10,850
|
|
||
81
Vanguard S&P 500 Growth ETF
VOOG
$21B
| – | – |
-552
|
|