TIM
Total Investment Management Portfolio holdings
AUM
$692M
This Quarter Return
+1.37%
1 Year Return
+8.73%
3 Year Return
+33.46%
5 Year Return
+50.22%
10 Year Return
–
AUM
$307M
AUM Growth
–
Cap. Flow
+$307M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
94.82%
Holding
36
New
36
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$41.5M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$41.2M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$39.1M |
| 4 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$36.8M |
| 5 |
Invesco QQQ Trust
QQQ
|
$35.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 1.14% |
| 2 | Technology | 0.79% |
| 3 | Real Estate | 0.41% |
| 4 | Energy | 0.17% |
| 5 | Financials | 0.17% |
