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
$68.8M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$827K
2
+$410K
3
+$292K
4
KFY icon
Korn Ferry
KFY
+$238K
5
WSO icon
Watsco Inc
WSO
+$227K

Top Sells

1
+$772K
2
+$151K
3
+$140K
4
RIG icon
Transocean
RIG
+$134K
5
CDW icon
CDW
CDW
+$127K

Sector Composition

1 Technology 27.43%
2 Financials 21.38%
3 Consumer Discretionary 21.15%
4 Energy 7.28%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$194K 0.28%
10,475
-6,617
52
$189K 0.28%
15,796
-251
53
$178K 0.26%
10,290
54
$171K 0.25%
16,241
55
$169K 0.25%
+17,891
56
$151K 0.22%
+10,100
57
$18.6K 0.03%
138,224
+5,000
58
$2.97K ﹤0.01%
31,925
59
– –
-11,527
60
– –
-59,136
1 2
3