- New Purchases: SCHG, INTC, MCD,
- Added Positions: SCHB, FXL, FDT, FTA, SCHZ, GLD, SCHX, IVV, QQQ, SPY, IJR, AGG, SCHD, PFE, SCHV, FNDA, XOM, CAT, MQT, IVE,
- Reduced Positions: SCHE, JPST, AAPL, AMZN, BRK.B, LQD, MUH, LUV,
- Sold Out: IEMG, FTSM,
For the details of TOTAL INVESTMENT MANAGEMENT INC's stock buys and sells, go to https://www.gurufocus.com/guru/total+investment+management+inc/current-portfolio/portfolioportfolio
These are the top 5 holdings of TOTAL INVESTMENT MANAGEMENT INC- Schwab U.S. Broad MarketETF (SCHB) - 798,927 shares, 18.16% of the total portfolio. Shares added by 4079.36%
- First Trust Technology AlphaDEX Fund (FXL) - 776,844 shares, 16.74% of the total portfolio. Shares added by 104.77%
- First Trust Large Cap Value AlphaDEX Fund (based o (FTA) - 996,711 shares, 16.41% of the total portfolio. Shares added by 8.35%
- First Trust Developed Markets Ex-US AlphaDEX Fund (FDT) - 974,197 shares, 16.28% of the total portfolio. Shares added by 13.60%
- SPDR Gold Trust (GLD) - 162,610 shares, 7.43% of the total portfolio. Shares added by 3.72%
Total Investment Management Inc initiated holding in Schwab U.S. Large-Cap Growth ETF. The purchase prices were between $76.95 and $83.91, with an estimated average price of $81.3. The stock is now traded at around $82.23. The impact to a portfolio due to this purchase was 0.32%. The holding were 11,746 shares as of .
New Purchase: Intel Corp (INTC)Total Investment Management Inc initiated holding in Intel Corp. The purchase prices were between $43.46 and $58.82, with an estimated average price of $49.65. The stock is now traded at around $46.73. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,318 shares as of .
New Purchase: McDonald's Corp (MCD)Total Investment Management Inc initiated holding in McDonald's Corp. The purchase prices were between $188.35 and $207.66, with an estimated average price of $198.03. The stock is now traded at around $216.83. The impact to a portfolio due to this purchase was 0.07%. The holding were 991 shares as of .
Added: Schwab U.S. Broad MarketETF (SCHB)Total Investment Management Inc added to a holding in Schwab U.S. Broad MarketETF by 4079.36%. The purchase prices were between $66.02 and $71.08, with an estimated average price of $69.26. The stock is now traded at around $69.14. The impact to a portfolio due to this purchase was 17.73%. The holding were 798,927 shares as of .
Added: First Trust Technology AlphaDEX Fund (FXL)Total Investment Management Inc added to a holding in First Trust Technology AlphaDEX Fund by 104.77%. The purchase prices were between $60.42 and $68.35, with an estimated average price of $65.41. The stock is now traded at around $66.36. The impact to a portfolio due to this purchase was 8.57%. The holding were 776,844 shares as of .
Added: iShares Core S&P 500 ETF (IVV)Total Investment Management Inc added to a holding in iShares Core S&P 500 ETF by 43.49%. The purchase prices were between $274.69 and $296.02, with an estimated average price of $288.3. The stock is now traded at around $289.66. The impact to a portfolio due to this purchase was 0.2%. The holding were 7,041 shares as of .
Added: SPDR S&P 500 ETF Trust (SPY)Total Investment Management Inc added to a holding in SPDR S&P 500 ETF Trust by 74.61%. The purchase prices were between $274.57 and $295.86, with an estimated average price of $287.91. The stock is now traded at around $287.97. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,795 shares as of .
Sold Out: iShares Core MSCI Emerging Markets ETF (IEMG)Total Investment Management Inc sold out a holding in iShares Core MSCI Emerging Markets ETF. The sale prices were between $47.61 and $53.18, with an estimated average price of $50.68.
Sold Out: First Trust Enhanced Short Maturity ETF (FTSM)Total Investment Management Inc sold out a holding in First Trust Enhanced Short Maturity ETF. The sale prices were between $59.97 and $60.16, with an estimated average price of $60.07.
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