TM

TigerOak Management Portfolio holdings

AUM $328M
1-Year Est. Return 24.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$931K
3
+$668K
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$365K
5
NFLX icon
Netflix
NFLX
+$251K

Top Sells

1
+$799K
2
+$525K
3
+$435K
4
RSPN icon
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
+$294K
5
ARM icon
Arm
ARM
+$262K

Sector Composition

1 Technology 31.69%
2 Financials 9.11%
3 Consumer Discretionary 6.52%
4 Communication Services 6.37%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TJX icon
26
TJX Companies
TJX
$180B
$1.9M 0.58%
12,395
BLK icon
27
Blackrock
BLK
$163B
$1.88M 0.57%
1,756
MCD icon
28
McDonald's
MCD
$236B
$1.83M 0.56%
5,988
-227
BTC
29
Grayscale Bitcoin Mini Trust ETF
BTC
$3.19B
$1.77M 0.54%
45,676
+5,627
MU icon
30
Micron Technology
MU
$451B
$1.74M 0.53%
6,114
-405
AVGO icon
31
Broadcom
AVGO
$1.51T
$1.69M 0.51%
4,877
+192
URI icon
32
United Rentals
URI
$53.7B
$1.67M 0.51%
2,065
QQQ icon
33
Invesco QQQ Trust
QQQ
$400B
$1.59M 0.49%
2,592
-49
UBER icon
34
Uber
UBER
$158B
$1.57M 0.48%
19,194
-1,475
V icon
35
Visa
V
$616B
$1.44M 0.44%
4,108
MS icon
36
Morgan Stanley
MS
$266B
$1.41M 0.43%
7,942
CVX icon
37
Chevron
CVX
$368B
$1.37M 0.42%
9,020
+62
ICE icon
38
Intercontinental Exchange
ICE
$94.4B
$1.37M 0.42%
8,431
ADBE icon
39
Adobe
ADBE
$112B
$1.31M 0.4%
3,750
-232
HD icon
40
Home Depot
HD
$367B
$1.27M 0.39%
3,705
-4
CB icon
41
Chubb
CB
$131B
$1.24M 0.38%
3,957
TMO icon
42
Thermo Fisher Scientific
TMO
$193B
$1.22M 0.37%
2,109
-102
ETHE
43
Grayscale Ethereum Staking ETF Shares
ETHE
$1.82B
$1.18M 0.36%
48,300
DLN icon
44
WisdomTree US LargeCap Dividend Fund
DLN
$5.85B
$1.17M 0.36%
13,325
DHR icon
45
Danaher
DHR
$145B
$1.12M 0.34%
4,910
SHYG icon
46
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.8B
$1.09M 0.33%
25,446
+15,570
AMT icon
47
American Tower
AMT
$89.3B
$1.06M 0.32%
6,052
-35
RTX icon
48
RTX Corp
RTX
$280B
$1.01M 0.31%
5,492
-6
NEE icon
49
NextEra Energy
NEE
$193B
$981K 0.3%
12,219
KO icon
50
Coca-Cola
KO
$336B
$946K 0.29%
13,531
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