TCM
TAM Capital Management Portfolio holdings
AUM
$66.9M
This Quarter Return
+7.95%
1 Year Return
+7.98%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
–
Cap. Flow
+$133M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
92.69%
Holding
17
New
16
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amdocs
DOX
|
$25.3M |
| 2 |
PHH
PHH Corporation
PHH
|
$25.1M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$20.2M |
| 4 |
Check Point Software Technologies
CHKP
|
$11.3M |
| 5 |
AGN
ALLERGAN INC
AGN
|
$11.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 42.6% |
| 2 | Materials | 30.04% |
| 3 | Healthcare | 12.09% |
| 4 | Industrials | 1.64% |
