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
$67.5M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.2M
3
+$937K
4
BRO icon
Brown & Brown
BRO
+$801K
5
TJX icon
TJX Companies
TJX
+$54.6K

Top Sells

1
+$3.88M
2
+$3.67M
3
+$1.66M
4
SLB icon
SLB Limited
SLB
+$1.01M
5
WTM icon
White Mountains Insurance
WTM
+$932K

Sector Composition

1 Consumer Discretionary 25.78%
2 Technology 23.33%
3 Financials 17.75%
4 Industrials 7.93%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$244K 0.36%
2,675
52
$221K 0.33%
2,020
53
$206K 0.31%
61,859
54
$145K 0.21%
24,243
55
$53K 0.08%
56,388
56
$50K 0.07%
184,959
+9,062
57
$43K 0.06%
32,971
+13,955
58
$7K 0.01%
+13,020
59
– –
-131,345
60
– –
-659
61
– –
-5,260
62
– –
-155,496
1 2
3