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
$67.5M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.2M
3
+$937K
4
BRO icon
Brown & Brown
BRO
+$801K
5
TJX icon
TJX Companies
TJX
+$54.6K

Top Sells

1
+$3.88M
2
+$3.67M
3
+$1.66M
4
SLB icon
SLB Limited
SLB
+$1.01M
5
WTM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 1.67%
8,138
27
$1.03M 1.52%
70,181
-21,728
28
$899K 1.33%
5,064
29
$871K 1.29%
7,022
-1,729
30
$868K 1.29%
64,381
-36,089
31
$775K 1.15%
1,023,760
-189,296
32
$746K 1.1%
19,036
33
$711K 1.05%
2,605
+42
34
$535K 0.79%
53,739
-55,943
35
$442K 0.65%
50,755
-22,084
36
$433K 0.64%
24,348
-12,094
37
$432K 0.64%
22,541
+6
38
$385K 0.57%
1,500
39
$366K 0.54%
28,909
-10,114
40
$328K 0.49%
26,965
-1,735
41
$318K 0.47%
5,689
+976
42
$302K 0.45%
76,303
+799
43
$298K 0.44%
16,725
+2
44
$283K 0.42%
839
+43
45
$281K 0.42%
16,592
46
$273K 0.4%
6,966
47
$256K 0.38%
31,616
48
$254K 0.38%
24,120
-175
49
$253K 0.37%
4,005
50
$247K 0.37%
25,910
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