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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
OPEN icon
76
Opendoor
OPEN
$4.35B
$58K 0.01%
12,393
+2,114
CRNT icon
77
Ceragon Networks
CRNT
$245M
$39.5K ﹤0.01%
18,294
+1,278
CRDF icon
78
Cardiff Oncology
CRDF
$82.7M
$31.3K ﹤0.01%
19,340
+7,845
ABTC
79
American Bitcoin Corp
ABTC
$880M
$12.2K ﹤0.01%
13,199
+2,864
PRTS icon
80
CarParts.com
PRTS
$52.1M
$8.96K ﹤0.01%
1,140
MSTR icon
81
Strategy Inc
MSTR
$38.7B
-1,577
COIN icon
82
Coinbase
COIN
$42.5B
-287
FBTC icon
83
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.6B
-4,125
MGK icon
84
Vanguard Mega Cap Growth ETF
MGK
$33.7B
-2,430
ORCL icon
85
Oracle
ORCL
$535B
-1,378
PYPL icon
86
PayPal
PYPL
$37.5B
-201,963
RUM icon
87
Rumble
RUM
$1.55B
-11,501