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
$63.9M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$313K
3
+$153K
4
THO icon
Thor Industries
THO
+$151K
5
PSFE icon
Paysafe
PSFE
+$143K

Top Sells

1
+$386K
2
+$353K
3
+$298K
4
KAR icon
Openlane
KAR
+$182K
5
ROP icon
Roper Technologies
ROP
+$178K

Sector Composition

1 Technology 25.4%
2 Financials 22.13%
3 Consumer Discretionary 21.84%
4 Energy 8.73%
5 Real Estate 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$143K 0.22%
+10,290
52
$135K 0.21%
+20,780
53
$123K 0.19%
+10,001
54
$30K 0.05%
133,224
+26,915
55
$1.83K ﹤0.01%
31,925
-153,034
56
– –
-53,739
57
– –
-5,690
58
– –
-8,856
1 2
3