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
$73.9M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.12M
3
+$1.47M
4
KFY icon
Korn Ferry
KFY
+$1.33M
5
KAR icon
Openlane
KAR
+$1.11M

Top Sells

1
+$3.05M
2
+$2.32M
3
+$2.14M
4
SSNC icon
SS&C Technologies
SSNC
+$724K
5
DO
Diamond Offshore Drilling
DO
+$575K

Sector Composition

1 Consumer Discretionary 31.62%
2 Financials 17.92%
3 Real Estate 11.5%
4 Industrials 5.37%
5 Energy 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1.94%
125,780
-11,216
27
$1.33M 1.81%
+43,451
28
$1.16M 1.57%
60,247
+7,460
29
$771K 1.04%
8,138
-672
30
$754K 1.02%
84,091
+439
31
$712K 0.96%
5,064
-100
32
$708K 0.96%
50,837
-2,027
33
$542K 0.73%
21,174
34
$448K 0.61%
2,200
35
$365K 0.49%
23,760
-746
36
$349K 0.47%
249,142
-8,536
37
$297K 0.4%
26,778
+4,128
38
$297K 0.4%
+38,450
39
$268K 0.36%
6,884
40
$231K 0.31%
+7,237
41
$207K 0.28%
2,803
42
$193K 0.26%
17,096
-4,386
43
$126K 0.17%
12,743
-2,303
44
$91K 0.12%
42,500
+32,500
45
$77K 0.1%
+2,248
46
$62K 0.08%
+24,169
47
$61K 0.08%
68,629
-15,683
48
$41K 0.06%
+29,830
49
$37K 0.05%
10,748
-25,997
50
$11K 0.01%
41,000
+2,000
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