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
$68.8M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$827K
2
+$410K
3
+$292K
4
KFY icon
Korn Ferry
KFY
+$238K
5
WSO icon
Watsco Inc
WSO
+$227K

Top Sells

1
+$772K
2
+$151K
3
+$140K
4
RIG icon
Transocean
RIG
+$134K
5
CDW icon
CDW
CDW
+$127K

Sector Composition

1 Technology 27.43%
2 Financials 21.38%
3 Consumer Discretionary 21.15%
4 Energy 7.28%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 1.55%
10,654
+148
27
$959K 1.39%
58,287
+5,471
28
$879K 1.28%
14,414
+3,503
29
$856K 1.24%
44,812
+448
30
$825K 1.2%
2,673
+68
31
$785K 1.14%
5,064
32
$712K 1.03%
19,036
33
$680K 0.99%
71,136
+11,026
34
$526K 0.76%
49,635
-13,231
35
$432K 0.63%
1,500
36
$297K 0.43%
862
+23
37
$292K 0.43%
+656
38
$290K 0.42%
45,548
-21,052
39
$285K 0.41%
2,675
40
$271K 0.39%
24,730
+4,116
41
$264K 0.38%
6,966
42
$254K 0.37%
21,646
+11,645
43
$227K 0.33%
+714
44
$216K 0.31%
12,029
-313
45
$210K 0.31%
+2,020
46
$210K 0.3%
4,005
47
$207K 0.3%
22,575
+1,121
48
$205K 0.3%
12,039
+8
49
$205K 0.3%
53,787
-1,174
50
$201K 0.29%
36,644
+15,864
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