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
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.88M
3
+$4.72M
4
IT icon
Gartner
IT
+$4.71M
5
BEN icon
Franklin Resources
BEN
+$4.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.04%
2 Consumer Discretionary 23.49%
3 Financials 14.84%
4 Industrials 8.54%
5 Real Estate 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.48%
+121,152
27
$1.62M 1.47%
+8,892
28
$1.33M 1.21%
+8,138
29
$1.25M 1.13%
+74,322
30
$913K 0.83%
+19,036
31
$866K 0.79%
+5,064
32
$862K 0.78%
+36,336
33
$842K 0.76%
+11,975
34
$814K 0.74%
+803
35
$811K 0.74%
+117,813
36
$704K 0.64%
+2,355
37
$641K 0.58%
+38,023
38
$596K 0.54%
+22,774
39
$520K 0.47%
+33,313
40
$504K 0.46%
+1,500
41
$484K 0.44%
+2,234
42
$453K 0.41%
+28,700
43
$378K 0.34%
+16,659
44
$364K 0.33%
+69,983
45
$352K 0.32%
+25,473
46
$351K 0.32%
+6,966
47
$337K 0.31%
+4,005
48
$320K 0.29%
+25,910
49
$299K 0.27%
+5,793
50
$292K 0.27%
+2,020
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