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
$63.9M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$313K
3
+$153K
4
THO icon
Thor Industries
THO
+$151K
5
PSFE icon
Paysafe
PSFE
+$143K

Top Sells

1
+$386K
2
+$353K
3
+$298K
4
KAR icon
Openlane
KAR
+$182K
5
ROP icon
Roper Technologies
ROP
+$178K

Sector Composition

1 Technology 25.4%
2 Financials 22.13%
3 Consumer Discretionary 21.84%
4 Energy 8.73%
5 Real Estate 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.77M 7.46%
89,151
-1,114
2
$3.74M 5.86%
11,141
+74
3
$3.24M 5.06%
156,755
-2,641
4
$2.81M 4.4%
27,842
+12
5
$2.55M 3.98%
18,918
-72
6
$2.49M 3.9%
47,911
+2,190
7
$2.45M 3.83%
1,730
-38
8
$2.26M 3.54%
12,654
+145
9
$2.26M 3.53%
37,082
+5,134
10
$2.21M 3.45%
107,073
-6,588
11
$2.16M 3.37%
28,560
+1,994
12
$2.06M 3.22%
40,670
+1,933
13
$1.99M 3.12%
4,611
-411
14
$1.91M 2.99%
9,188
+316
15
$1.81M 2.82%
31,696
+1,798
16
$1.68M 2.63%
21,858
+337
17
$1.45M 2.27%
39,938
+3,873
18
$1.37M 2.14%
144,526
-4,018
19
$1.22M 1.9%
16,581
+44
20
$1.2M 1.88%
8,138
21
$1.2M 1.88%
90,879
-1,354
22
$1.07M 1.68%
10,506
+1,068
23
$1.05M 1.64%
75,283
-4,200
24
$935K 1.46%
44,364
25
$895K 1.4%
5,064
1
2 3