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
$91.9M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.49M
3
+$1.16M
4
THO icon
Thor Industries
THO
+$985K
5
KAR icon
Openlane
KAR
+$835K

Top Sells

1
+$2.38M
2
+$2.13M
3
+$1.41M
4
KMX icon
CarMax
KMX
+$828K
5
LH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 1.88%
30,202
-24,711
27
$1.54M 1.67%
67,899
-28
28
$1.47M 1.6%
264,400
-94
29
$1.31M 1.42%
53,124
30
$1.27M 1.38%
25,278
+104
31
$1.25M 1.36%
61,294
32
$1.05M 1.14%
48,588
-26,459
33
$1.04M 1.13%
9,418
+608
34
$835K 0.91%
+34,001
35
$668K 0.73%
5,575
+411
36
$555K 0.6%
27,341
37
$356K 0.39%
23,253
-373
38
$310K 0.34%
6,884
39
$308K 0.34%
6,685
40
$306K 0.33%
2,200
41
$242K 0.26%
3,129
+116
42
$141K 0.15%
+10,700
43
– –
-23,666
44
$0 ﹤0.01%
+11,003
45
– –
-105,263
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