TIM
Triad Investment Management Portfolio holdings
AUM
$82.4M
This Quarter Return
-4.14%
1 Year Return
+30.94%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$57.6M
AUM Growth
+$57.6M
(-15%)
Cap. Flow
-$9.07M
Cap. Flow
% of AUM
-15.75%
Top 10 Holdings %
Top 10 Hldgs %
43.59%
Holding
64
New
4
Increased
22
Reduced
16
Closed
9
Top Buys
| 1 |
Entegris
ENTG
|
$1M |
| 2 |
Simplify Interest Rate Hedge ETF
PFIX
|
$780K |
| 3 |
CarMax
KMX
|
$545K |
| 4 |
Hercules Capital
HTGC
|
$323K |
| 5 |
AIMC
Altra Industrial Motion Corp.
AIMC
|
$298K |
Top Sells
| 1 |
CCMP
CMC Materials, Inc. Common Stock
CCMP
|
$2.93M |
| 2 |
Allison Transmission
ALSN
|
$2.78M |
| 3 |
Annaly Capital Management
NLY
|
$2.64M |
| 4 |
ATCO
Atlas Corp.
ATCO
|
$1.66M |
| 5 |
Openlane
KAR
|
$600K |
Sector Composition
| 1 | Technology | 24.56% |
| 2 | Consumer Discretionary | 22.76% |
| 3 | Financials | 22.37% |
| 4 | Energy | 7.35% |
| 5 | Industrials | 4.82% |
