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
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.88M
3
+$4.72M
4
IT icon
Gartner
IT
+$4.71M
5
BEN icon
Franklin Resources
BEN
+$4.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.04%
2 Consumer Discretionary 23.49%
3 Financials 14.84%
4 Industrials 8.54%
5 Real Estate 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$291K 0.26%
+21,458
52
$284K 0.26%
+20,943
53
$228K 0.21%
+483
54
$220K 0.2%
+2,902
55
$206K 0.19%
+1,331
56
$206K 0.19%
+659
57
$205K 0.19%
+2,675
58
$193K 0.18%
+69,897
59
$170K 0.15%
+28,487
60
$133K 0.12%
+51,607
61
$49K 0.04%
+74,796
62
$49K 0.04%
+14,450
1 2
3