TIM
Triad Investment Management Portfolio holdings
AUM
$82.4M
This Quarter Return
-3.27%
1 Year Return
+30.94%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$91.9M
AUM Growth
+$91.9M
(-4.9%)
Cap. Flow
+$854K
Cap. Flow
% of AUM
0.93%
Top 10 Holdings %
Top 10 Hldgs %
41.36%
Holding
47
New
4
Increased
14
Reduced
20
Closed
2
Top Buys
| 1 |
SS&C Technologies
SSNC
|
$2.54M |
| 2 |
Macerich
MAC
|
$1.49M |
| 3 |
Annaly Capital Management
NLY
|
$1.16M |
| 4 |
Thor Industries
THO
|
$985K |
| 5 |
Openlane
KAR
|
$835K |
Top Sells
| 1 |
NLSN
Nielsen Holdings plc
NLSN
|
$2.38M |
| 2 |
LCI Industries
LCII
|
$2.13M |
| 3 |
DaVita
DVA
|
$1.41M |
| 4 |
CarMax
KMX
|
$828K |
| 5 |
Labcorp
LH
|
$748K |
Sector Composition
| 1 | Consumer Discretionary | 24.47% |
| 2 | Financials | 14% |
| 3 | Healthcare | 11.01% |
| 4 | Energy | 9.11% |
| 5 | Real Estate | 6.1% |
