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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
$878M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$1.37M
3
+$1.36M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.07M

Top Sells

1
+$15.4M
2
+$13.6M
3
+$1.66M
4
MELI icon
Mercado Libre
MELI
+$785K
5
AAPL icon
Apple
AAPL
+$745K

Sector Composition

1 Technology 23.66%
2 Consumer Discretionary 14.94%
3 Communication Services 11.29%
4 Financials 10.91%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.6M 6.56%
236,640
-638
2
$50.4M 5.74%
732,836
+10,199
3
$46.6M 5.31%
90,003
-911
4
$45.1M 5.13%
205,336
+5,526
5
$38.8M 4.42%
52,855
+1,835
6
$35.8M 4.08%
140,753
-3,296
7
$34.3M 3.9%
35,384
+955
8
$29.2M 3.32%
12,488
-327
9
$29M 3.3%
65,118
+1,366
10
$27.8M 3.17%
155,563
+5,422
11
$27.8M 3.16%
165,874
+712
12
$26.8M 3.05%
83,013
+18,154
13
$25M 2.85%
50,663
+2,404
14
$23.9M 2.72%
143,404
+4,155
15
$23.7M 2.7%
69,494
+1,552
16
$21.8M 2.48%
116,706
+3,476
17
$20.7M 2.35%
41,433
+888
18
$19.8M 2.26%
70,198
+2,509
19
$18.9M 2.15%
167,799
+2,655
20
$18.5M 2.1%
53,297
+673
21
$18.4M 2.1%
275,108
-23,574
22
$18.3M 2.08%
466,028
+4,492
23
$18.1M 2.07%
32,266
+1,885
24
$16.4M 1.87%
58,648
+900
25
$15.4M 1.75%
43,842
+100
1
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