TIM
Triad Investment Management Portfolio holdings
AUM
$82.4M
This Quarter Return
-15.58%
1 Year Return
+30.94%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$67.5M
AUM Growth
+$67.5M
(-36%)
Cap. Flow
-$21.4M
Cap. Flow
% of AUM
-31.74%
Top 10 Holdings %
Top 10 Hldgs %
39.85%
Holding
64
New
2
Increased
11
Reduced
32
Closed
4
Top Buys
| 1 |
Warner Bros
WBD
|
$1.69M |
| 2 |
CarMax
KMX
|
$1.2M |
| 3 |
Visa
V
|
$937K |
| 4 |
Brown & Brown
BRO
|
$801K |
| 5 |
TJX Companies
TJX
|
$54.6K |
Top Sells
| 1 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$3.88M |
| 2 |
Franklin Resources
BEN
|
$3.67M |
| 3 |
Openlane
KAR
|
$1.66M |
| 4 |
Schlumberger
SLB
|
$1.01M |
| 5 |
White Mountains Insurance
WTM
|
$932K |
Sector Composition
| 1 | Consumer Discretionary | 25.78% |
| 2 | Technology | 23.33% |
| 3 | Financials | 17.75% |
| 4 | Industrials | 7.93% |
| 5 | Energy | 6.84% |
