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
$68.8M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$827K
2
+$410K
3
+$292K
4
KFY icon
Korn Ferry
KFY
+$238K
5
WSO icon
Watsco Inc
WSO
+$227K

Top Sells

1
+$772K
2
+$151K
3
+$140K
4
RIG icon
Transocean
RIG
+$134K
5
CDW icon
CDW
CDW
+$127K

Sector Composition

1 Technology 27.43%
2 Financials 21.38%
3 Consumer Discretionary 21.15%
4 Energy 7.28%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.36M 6.33%
88,732
-419
2
$3.71M 5.39%
11,384
+243
3
$3.33M 4.84%
165,091
+8,336
4
$3.22M 4.68%
28,462
+620
5
$2.85M 4.15%
50,529
+2,618
6
$2.64M 3.84%
19,577
+659
7
$2.59M 3.77%
171,648
+27,122
8
$2.55M 3.7%
39,597
+2,515
9
$2.42M 3.52%
30,396
+1,836
10
$2.38M 3.46%
1,729
-1
11
$2.34M 3.4%
45,271
+4,601
12
$2.34M 3.4%
12,004
-650
13
$2.16M 3.14%
115,191
+8,118
14
$2.13M 3.1%
9,451
+263
15
$2.04M 2.97%
4,630
+19
16
$1.88M 2.74%
32,781
+1,085
17
$1.7M 2.47%
43,279
+3,341
18
$1.52M 2.21%
20,858
-1,000
19
$1.43M 2.08%
26,337
+15,214
20
$1.34M 1.95%
8,138
21
$1.32M 1.91%
16,722
+141
22
$1.29M 1.88%
1,502,334
+244,730
23
$1.29M 1.87%
99,703
+8,824
24
$1.23M 1.79%
81,734
+6,451
25
$1.09M 1.58%
13,293
+569
1
2 3