StockDrifts LogoStockDrifts

Total Investment Management Inc

Portfolio Manager
Total Investment Management Inc
Performance
-0.76% (2026 Q1)
AUM (13F)
$857.80M
# of Holdings
89
Performance Rank
Allocation (Top 20)
96.24%

Total Investment Management Inc Holdings Map

Top 50 Total Investment Management Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BKUI
BNY MELLON ETF TRUST
10.89%1.88M$93.4M
-0.17%(-3.14K)
2025-Q1: 1.87M shares2025-Q2: 1.90M shares2025-Q3: 1.88M shares2025-Q4: 1.88M shares2026-Q1: 1.88M shares
$49.74(-0.13%)
2026-03-31
XHLF
BONDBLOXX ETF TRUST
10.44%1.78M$89.6M
-1.51%(-27.25K)
2025-Q1: 0 shares2025-Q2: 1.86M shares2025-Q3: 1.83M shares2025-Q4: 1.81M shares2026-Q1: 1.78M shares
$50.34(-0.27%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
10.44%137.7K$89.5M
+0.25%(+350)
2025-Q1: 140.7K shares2025-Q2: 140.1K shares2025-Q3: 136.7K shares2025-Q4: 137.3K shares2026-Q1: 137.7K shares
$447.54(+61.72%)
2026-03-31
EEM
ISHARES TR
10.31%1.56M$88.5M
-0.58%(-9.11K)
2025-Q1: 1.60M shares2025-Q2: 1.60M shares2025-Q3: 1.55M shares2025-Q4: 1.57M shares2026-Q1: 1.56M shares
$39.57(+65.26%)
2026-03-31
FNK
FIRST TR EXCHANGE-TRADED ALP
8.93%1.34M$76.6M
+0.91%(+12.12K)
2025-Q1: 1.35M shares2025-Q2: 1.34M shares2025-Q3: 1.31M shares2025-Q4: 1.33M shares2026-Q1: 1.34M shares
$45.53(+31.00%)
2026-03-31
BKAG
BNY MELLON ETF TRUST
8.45%1.72M$72.5M
+0.78%(+13.22K)
2025-Q1: 1.65M shares2025-Q2: 1.68M shares2025-Q3: 1.68M shares2025-Q4: 1.71M shares2026-Q1: 1.72M shares
$45.16(-7.29%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
8.31%300.0K$71.3M
+0.45%(+1.35K)
2025-Q1: 0 shares2025-Q2: 699 shares2025-Q3: 300.1K shares2025-Q4: 298.7K shares2026-Q1: 300.0K shares
$237.08(+18.36%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
7.71%344.6K$66.1M
+0.68%(+2.34K)
2025-Q1: 344.7K shares2025-Q2: 345.1K shares2025-Q3: 337.4K shares2025-Q4: 342.2K shares2026-Q1: 344.6K shares
$114.17(+78.01%)
2026-03-31
IVV
ISHARES TR
7.36%96.6K$63.1M
+11373.63%(+95.77K)
2025-Q1: 578 shares2025-Q2: 571 shares2025-Q3: 745 shares2025-Q4: 842 shares2026-Q1: 96.6K shares
$668.53(+8.74%)
2026-03-31
VTI
VANGUARD INDEX FDS
6.2%165.9K$53.2Mnew2025-Q1: 0 shares2025-Q2: 13 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 165.9K shares
$328.04(+8.83%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Total Investment Management Inc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all