TIM

Triad Investment Management Portfolio holdings

AUM $98.7M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.9M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2M
3
+$1.41M
4
KFY icon
Korn Ferry
KFY
+$1.24M
5
OPLN
Openlane
OPLN
+$1.11M

Top Sells

1
+$2.24M
2
+$2.14M
3
+$1.93M
4
SSNC icon
SS&C Technologies
SSNC
+$699K
5
DO
Diamond Offshore Drilling
DO
+$575K

Sector Composition

1 Consumer Discretionary 31.62%
2 Financials 17.92%
3 Real Estate 11.5%
4 Industrials 5.37%
5 Energy 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-14,182
52
– –
-31,614
53
– –
-314,330
54
– –
-13,866
1 2
3