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
$91.9M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.49M
3
+$1.16M
4
THO icon
Thor Industries
THO
+$985K
5
KAR icon
Openlane
KAR
+$835K

Top Sells

1
+$2.38M
2
+$2.13M
3
+$1.41M
4
KMX icon
CarMax
KMX
+$828K
5
LH icon
Labcorp
LH
+$748K

Sector Composition

1 Consumer Discretionary 24.47%
2 Financials 14%
3 Healthcare 11.01%
4 Energy 9.11%
5 Real Estate 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.64M 5.05%
213,482
+14,675
2
$4.18M 4.55%
20,161
-746
3
$4.13M 4.49%
120,756
+296
4
$4M 4.35%
79,907
-1,059
5
$3.86M 4.2%
106,017
+3,995
6
$3.76M 4.09%
263,885
-3,365
7
$3.64M 3.96%
81,069
-3,941
8
$3.4M 3.7%
93,747
-1,324
9
$3.21M 3.5%
116,963
-7,324
10
$3.19M 3.47%
110,613
+2,836
11
$3.19M 3.47%
224,721
+26,487
12
$3.09M 3.36%
24,897
-1
13
$2.98M 3.24%
60,609
-8
14
$2.96M 3.22%
98,186
-29
15
$2.81M 3.06%
105,557
-319
16
$2.77M 3.02%
228,680
-50
17
$2.54M 2.77%
+49,338
18
$2.48M 2.7%
43,812
+17,384
19
$2.23M 2.43%
25,394
-9,410
20
$2.19M 2.38%
46,577
+5
21
$2.11M 2.29%
65,306
-22
22
$1.97M 2.14%
136,339
+80,500
23
$1.95M 2.12%
13,497
-5,185
24
$1.83M 2%
59,469
+48,381
25
$1.81M 1.97%
144,926
-57
1
2