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
$103M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.61M
3
+$1.83M
4
EFT
Eaton Vance Floating-Rate Income Trust
EFT
+$1.47M
5
THO icon
Thor Industries
THO
+$1.28M

Top Sells

1
+$3.04M
2
+$1.86M
3
+$1.72M
4
CNNE icon
Cannae Holdings
CNNE
+$443K
5
KNX icon
Knight Transportation
KNX
+$439K

Sector Composition

1 Consumer Discretionary 29.3%
2 Financials 12.93%
3 Energy 9.82%
4 Real Estate 8.16%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.88M 4.73%
121,371
+615
2
$4.63M 4.48%
107,791
+1,774
3
$4.58M 4.44%
19,943
-218
4
$4.53M 4.39%
61,029
+17,217
5
$4.41M 4.27%
206,332
-7,150
6
$4.23M 4.1%
229,561
+168,267
7
$3.91M 3.79%
105,042
-11,921
8
$3.76M 3.64%
80,544
-525
9
$3.61M 3.5%
220,258
-4,463
10
$3.51M 3.4%
25,735
+838
11
$3.46M 3.35%
105,523
-34
12
$3.35M 3.24%
153,588
+119,587
13
$3.19M 3.09%
233,529
+4,849
14
$3.14M 3.04%
50,162
-29,745
15
$2.97M 2.88%
97,621
-565
16
$2.92M 2.83%
81,495
-12,252
17
$2.92M 2.83%
112,358
+1,745
18
$2.91M 2.82%
47,419
-1,919
19
$2.67M 2.59%
259,618
-4,267
20
$2.48M 2.4%
64,924
-382
21
$2.38M 2.31%
60,255
-354
22
$2.18M 2.12%
45,195
-1,382
23
$2.17M 2.1%
42,006
+35,321
24
$2.11M 2.04%
24,043
-1,351
25
$2.1M 2.04%
55,777
-80,562
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