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
$63.9M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$313K
3
+$153K
4
THO icon
Thor Industries
THO
+$151K
5
PSFE icon
Paysafe
PSFE
+$143K

Top Sells

1
+$386K
2
+$353K
3
+$298K
4
KAR icon
Openlane
KAR
+$182K
5
ROP icon
Roper Technologies
ROP
+$178K

Sector Composition

1 Technology 25.4%
2 Financials 22.13%
3 Consumer Discretionary 21.84%
4 Energy 8.73%
5 Real Estate 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$853K 1.33%
52,816
+238
27
$842K 1.32%
1,257,604
+165,801
28
$835K 1.31%
12,724
+665
29
$805K 1.26%
2,605
30
$786K 1.23%
19,036
31
$781K 1.22%
10,911
-523
32
$772K 1.21%
59,136
-13,958
33
$755K 1.18%
+11,123
34
$708K 1.11%
62,866
+2,500
35
$463K 0.72%
60,110
+19,923
36
$360K 0.56%
1,500
37
$357K 0.56%
17,092
38
$333K 0.52%
4,005
39
$304K 0.48%
66,600
40
$297K 0.46%
2,675
41
$281K 0.44%
839
42
$244K 0.38%
6,966
43
$235K 0.37%
20,614
+1,200
44
$217K 0.34%
54,961
+55
45
$208K 0.33%
12,342
-1
46
$200K 0.31%
16,047
47
$197K 0.31%
12,031
-2,109
48
$196K 0.31%
21,454
-3,345
49
$153K 0.24%
16,241
-8,002
50
$151K 0.24%
11,527
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