TIM

Triad Investment Management Portfolio holdings

AUM $82.4M
1-Year Est. Return 30.94%
This Quarter Est. Return
1 Year Est. Return
+30.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.2M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$2.61M
3 +$2.47M
4
MRC icon
MRC Global
MRC
+$2.14M
5
SLB icon
SLB Limited
SLB
+$2.03M

Top Sells

1 +$2.41M
2 +$2.25M
3 +$1.61M
4
CNNE icon
Cannae Holdings
CNNE
+$1.6M
5
JOE icon
St. Joe Company
JOE
+$1.59M

Sector Composition

1 Consumer Discretionary 24.54%
2 Financials 13.11%
3 Healthcare 12.73%
4 Energy 11.52%
5 Real Estate 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.8M 1.83%
66,204
+496
27
$1.76M 1.8%
13,383
+1,663
28
$1.75M 1.78%
102,474
+69,001
29
$1.53M 1.56%
272,189
+30,479
30
$1.41M 1.43%
22,582
+2,739
31
$1.35M 1.38%
53,255
+1,191
32
$1.31M 1.33%
63,839
+46,615
33
$1.22M 1.24%
25,276
+102
34
$1.03M 1.05%
9,414
+604
35
$779K 0.79%
5,569
+405
36
$769K 0.78%
+6,145
37
$634K 0.65%
30,812
-254
38
$491K 0.5%
27,457
+7,063
39
$319K 0.33%
+7,876
40
$316K 0.32%
+1,575
41
$304K 0.31%
7,009
+1,439
42
$290K 0.3%
+11,000
43
$275K 0.28%
6,884
44
$259K 0.26%
2,200
+200
45
$251K 0.26%
+2,264
46
$248K 0.25%
3,128
+115
47
$182K 0.19%
357,284
48
$136K 0.14%
+10,000
49
-4,799
50
-10,039