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
$96.6M
AUM Growth
-$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$625K
3
+$448K
4
MHK icon
Mohawk Industries
MHK
+$366K
5
THO icon
Thor Industries
THO
+$225K

Top Sells

1
+$3.03M
2
+$1.76M
3
+$769K
4
BEP icon
Brookfield Renewable
BEP
+$505K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$316K

Sector Composition

1 Consumer Discretionary 25.49%
2 Financials 14%
3 Healthcare 12.88%
4 Energy 11.44%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.79M 4.95%
120,460
+5,044
2
$4.31M 4.46%
198,807
-5,258
3
$4.28M 4.43%
20,907
-150
4
$3.92M 4.05%
228,730
+26,168
5
$3.91M 4.04%
80,966
-520
6
$3.75M 3.88%
107,777
-2,148
7
$3.72M 3.85%
102,022
+33,785
8
$3.67M 3.8%
24,898
+2,485
9
$3.67M 3.79%
85,010
-2,223
10
$3.6M 3.73%
124,287
-4,469
11
$3.3M 3.42%
60,617
-1,551
12
$3.27M 3.39%
267,250
-4,939
13
$3.25M 3.36%
105,876
-912
14
$3.22M 3.34%
198,234
+38,464
15
$3.12M 3.23%
95,071
-679
16
$3.09M 3.2%
54,913
-924
17
$3.02M 3.13%
34,804
-246
18
$2.92M 3.03%
98,215
-2,179
19
$2.77M 2.87%
18,682
-139
20
$2.41M 2.5%
65,328
+1,221
21
$2.38M 2.46%
105,263
-2,560
22
$2.35M 2.43%
264,494
+3,651
23
$2.16M 2.23%
46,572
-334
24
$2.13M 2.2%
23,666
-2,723
25
$2.04M 2.11%
55,839
-83,000
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