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
$98.2M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.61M
3
+$2.47M
4
MRC icon
MRC Global
MRC
+$2.14M
5
SLB icon
SLB Limited
SLB
+$2.03M

Top Sells

1
+$2.41M
2
+$2.25M
3
+$1.61M
4
CNNE icon
Cannae Holdings
CNNE
+$1.6M
5
JOE icon
St. Joe Company
JOE
+$1.59M

Sector Composition

1 Consumer Discretionary 24.54%
2 Financials 13.11%
3 Healthcare 12.73%
4 Energy 11.52%
5 Real Estate 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-206,854
52
– –
-69,650
53
– –
-121,108
54
– –
-22,056
55
– –
-62,533
56
– –
-34,051
57
– –
-33,190
58
– –
-56,638
1 2
3