TS

Tamar Securities Portfolio holdings

AUM $823M
1-Year Est. Return 18.11%
This Quarter Est. Return
1 Year Est. Return
+18.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.98M
3 +$1.34M
4
SYY icon
Sysco
SYY
+$1.28M
5
SHW icon
Sherwin-Williams
SHW
+$1.28M

Top Sells

1 +$630K
2 +$434K
3 +$247K
4
WMT icon
Walmart
WMT
+$244K
5
MRK icon
Merck
MRK
+$209K

Sector Composition

1 Technology 26.54%
2 Financials 10.49%
3 Healthcare 7.97%
4 Industrials 7.3%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$50K 0.02%
8
52
$19K 0.01%
2,825
+835
53
-5
54
-2,692
55
-5,193