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
$711M
AUM Growth
+$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$9.46M
3 +$8.56M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.7M
5
MSFT icon
Microsoft
MSFT
+$7.11M

Top Sells

1 +$14.8M
2 +$12.1M
3 +$328K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$282K
5
RTX icon
RTX Corp
RTX
+$155K

Sector Composition

1 Technology 25.4%
2 Consumer Discretionary 13.96%
3 Financials 10.46%
4 Healthcare 10.02%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-15,000