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
$67.5M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$1.2M
3 +$937K
4
BRO icon
Brown & Brown
BRO
+$801K
5
TJX icon
TJX Companies
TJX
+$54.6K

Top Sells

1 +$3.88M
2 +$3.67M
3 +$1.66M
4
SLB icon
SLB Limited
SLB
+$1.01M
5
WTM icon
White Mountains Insurance
WTM
+$932K

Sector Composition

1 Consumer Discretionary 25.78%
2 Technology 23.33%
3 Financials 17.75%
4 Industrials 7.93%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.45M 5.12%
96,593
-28,250
2
$3.34M 4.94%
172,519
-40,000
3
$2.93M 4.34%
16,780
4
$2.78M 4.12%
72,359
-19,031
5
$2.77M 4.1%
11,439
-2,981
6
$2.53M 3.74%
28,415
-8,380
7
$2.47M 3.66%
21,239
-7,317
8
$2.43M 3.6%
41,856
-11,138
9
$2.14M 3.18%
23,692
+13,224
10
$2.07M 3.06%
35,652
-11,072
11
$2.01M 2.97%
102,151
-36,380
12
$1.98M 2.94%
1,592
-748
13
$1.98M 2.93%
5,010
-1,556
14
$1.96M 2.91%
12,468
-2,835
15
$1.88M 2.79%
25,198
-8,437
16
$1.87M 2.77%
126,842
-112,389
17
$1.69M 2.5%
+125,630
18
$1.66M 2.46%
154,875
-46,965
19
$1.65M 2.44%
22,400
-8,450
20
$1.63M 2.41%
26,016
-9,365
21
$1.54M 2.28%
26,347
+13,736
22
$1.48M 2.18%
37,994
-15,750
23
$1.44M 2.13%
7,315
+4,760
24
$1.28M 1.9%
69,657
-29,178
25
$1.17M 1.74%
49,630
-21,523