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Tamar Securities Portfolio holdings

AUM $932M
1-Year Est. Return 26.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$932M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$19.2M
3
+$13.3M
4
MSFT icon
Microsoft
MSFT
+$7.48M
5
AMZN icon
Amazon
AMZN
+$6.77M

Top Sells

1
+$28.5M
2
+$15.2M
3
+$14.9M
4
PYPL icon
PayPal
PYPL
+$11.8M
5
LMT icon
Lockheed Martin
LMT
+$6.37M

Sector Composition

1 Technology 21.19%
2 Consumer Discretionary 13.84%
3 Communication Services 12.43%
4 Financials 8.45%
5 Materials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIT icon
51
iShares Bitcoin Trust
IBIT
$47.8B
$650K 0.07%
16,922
+692
WMT icon
52
Walmart Inc
WMT
$932B
$608K 0.07%
4,889
+176
ETHA
53
iShares Ethereum Trust ETF
ETHA
$4.77B
$521K 0.06%
32,916
-1,400
BMNR
54
BitMine Immersion Technologies
BMNR
$8.82B
$460K 0.05%
23,274
-3,073
AMD icon
55
Advanced Micro Devices
AMD
$868B
$458K 0.05%
2,254
+144
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.05T
$449K 0.05%
937
+266
C icon
57
Citigroup
C
$246B
$442K 0.05%
3,900
-669
BMY icon
58
Bristol-Myers Squibb
BMY
$110B
$430K 0.05%
7,082
-907
TXN icon
59
Texas Instruments
TXN
$292B
$428K 0.05%
2,205
-22
TOST icon
60
Toast
TOST
$14.3B
$404K 0.04%
+15,248
SLV icon
61
iShares Silver Trust
SLV
$31.9B
$392K 0.04%
5,748
-353
GE icon
62
GE Aerospace
GE
$375B
$366K 0.04%
1,290
+64
AFL icon
63
Aflac
AFL
$58.5B
$340K 0.04%
3,102
MA icon
64
Mastercard
MA
$433B
$340K 0.04%
680
+37
SPY icon
65
State Street SPDR S&P 500 ETF Trust
SPY
$788B
$333K 0.04%
512
-4
SRE icon
66
Sempra
SRE
$59.1B
$318K 0.03%
3,268
+139
MRK icon
67
Merck
MRK
$282B
$291K 0.03%
2,423
+101
INTC icon
68
Intel
INTC
$674B
$284K 0.03%
6,446
+1,191
BTT icon
69
BlackRock Municipal 2030 Target Term Trust
BTT
$1.45B
$253K 0.03%
11,150
-1,210
GEV icon
70
GE Vernova
GEV
$296B
$242K 0.03%
+277
UBER icon
71
Uber
UBER
$146B
$224K 0.02%
3,111
+544
ELV icon
72
Elevance Health
ELV
$84.6B
$212K 0.02%
725
-86,681
MU icon
73
Micron Technology
MU
$1.29T
$211K 0.02%
+626
PG icon
74
Procter & Gamble
PG
$352B
$211K 0.02%
1,460
-175
TTRX
75
Turn Therapeutics
TTRX
$175M
$96K 0.01%
30,000
+15,000
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3
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