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
$73.9M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.12M
3
+$1.47M
4
KFY icon
Korn Ferry
KFY
+$1.33M
5
KAR icon
Openlane
KAR
+$1.11M

Top Sells

1
+$3.05M
2
+$2.32M
3
+$2.14M
4
SSNC icon
SS&C Technologies
SSNC
+$724K
5
DO
Diamond Offshore Drilling
DO
+$575K

Sector Composition

1 Consumer Discretionary 31.62%
2 Financials 17.92%
3 Real Estate 11.5%
4 Industrials 5.37%
5 Energy 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.01M 5.43%
402,539
+7,911
2
$3.6M 4.87%
261,437
+80,699
3
$3.39M 4.59%
252,762
-11,216
4
$3.22M 4.36%
193,531
-9,049
5
$2.99M 4.05%
142,695
+30,594
6
$2.97M 4.02%
76,911
-1,001
7
$2.91M 3.94%
102,931
-812
8
$2.86M 3.87%
92,076
-786
9
$2.63M 3.56%
71,560
+1,158
10
$2.62M 3.55%
25,781
-50
11
$2.51M 3.39%
30,509
+555
12
$2.5M 3.38%
328,419
+313,347
13
$2.15M 2.91%
116,811
+3,426
14
$2.12M 2.87%
+80,784
15
$2.11M 2.85%
99,922
-2,044
16
$2.04M 2.76%
90,498
-5
17
$2M 2.71%
71,139
-1,860
18
$1.94M 2.63%
185,399
+20,982
19
$1.9M 2.58%
46,307
-56,505
20
$1.83M 2.48%
17,172
-28,663
21
$1.82M 2.47%
32,275
-12,823
22
$1.71M 2.31%
146,524
+22,285
23
$1.6M 2.17%
100,068
+54,240
24
$1.47M 2%
+32,588
25
$1.47M 1.99%
248,224
+3,165
1
2 3