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
$71.9M
AUM Growth
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$276K
2
+$230K
3
+$118K
4
CNNE icon
Cannae Holdings
CNNE
+$111K
5
CDW icon
CDW
CDW
+$108K

Top Sells

1
+$1.32M
2
+$127K
3
+$44.9K
4
AUD
Audacy, Inc.
AUD
+$18.6K
5
HIO
Western Asset High Income Opportunity Fund
HIO
+$10.1K

Sector Composition

1 Technology 28.08%
2 Consumer Discretionary 22.42%
3 Financials 22.2%
4 Energy 6.93%
5 Real Estate 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$180K 0.25%
15,324
-472
52
$178K 0.25%
16,241
53
$168K 0.23%
10,475
54
$164K 0.23%
17,891
55
$104K 0.14%
10,290
56
$1.26K ﹤0.01%
26,425
-5,500
57
– –
-16,722
58
– –
-138,224
1 2
3