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
$68.5M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.15M
3
+$273K
4
WBD icon
Warner Bros
WBD
+$249K
5
OCSL icon
Oaktree Specialty Lending
OCSL
+$219K

Top Sells

1
+$1.06M
2
+$903K
3
+$773K
4
MAC icon
Macerich
MAC
+$559K
5
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$200K

Sector Composition

1 Technology 28.84%
2 Financials 24%
3 Consumer Discretionary 20.39%
4 Energy 8.16%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-22,556
52
– –
-12,035
53
– –
-11,814
54
– –
-51,128
55
– –
-15,324
56
– –
-71,059
57
– –
-49,635
1 2
3