TIM
Triad Investment Management Portfolio holdings
AUM
$98.7M
1 Year Est. Return
–
AUM
$98.7M
AUM Growth
–
Holding
36
Top Buys
| 1 | +$9.38M | |
| 2 | +$6.48M | |
| 3 | +$5.41M | |
| 4 |
White Mountains Insurance
WTM
|
+$5.29M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$5.16M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 27.28% |
| 2 | Technology | 21.05% |
| 3 | Communication Services | 20.15% |
| 4 | Healthcare | 6.29% |
| 5 | Consumer Discretionary | 6.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
BlackRock Flexible Income ETF
BINC
$15.6B
| $1.54M | 1.56% |
+29,193
|
|
||
27
Johnson & Johnson
JNJ
$527B
| $1.05M | 1.06% |
+5,064
|
|
||
28
Watsco Inc
WSO
$15.5B
| $824K | 0.83% |
+2,445
|
|
||
|
FISV
29
Fiserv Inc
FISV
$35.7B
| $637K | 0.65% |
+9,490
|
|
||
30
Ares Capital
ARCC
$15B
| $596K | 0.6% |
+29,458
|
|
||
31
Sixth Street Specialty
TSLX
$2.11B
| $578K | 0.59% |
+26,602
|
|
||
32
Microsoft
MSFT
$3.42T
| $551K | 0.56% |
+1,139
|
|
||
33
S&P Global
SPGI
$165B
| $291K | 0.29% |
+557
|
|
||
34
SiriusXM
SIRI
$6.88B
| $262K | 0.27% |
+13,104
|
|
||
35
Merck
MRK
$270B
| $234K | 0.24% |
+2,225
|
|
||
36
Comcast
CMCSA
$101B
| $206K | 0.21% |
+6,882
|
|