TM

TigerOak Management Portfolio holdings

AUM $317M
1-Year Est. Return 25.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$546K
2
+$494K
3
+$269K
4
MSFT icon
Microsoft
MSFT
+$260K
5
GS icon
Goldman Sachs
GS
+$255K

Top Sells

1
+$760K
2
+$221K
3
+$206K
4
RKLB icon
Rocket Lab Corp
RKLB
+$192K
5
LIN icon
Linde
LIN
+$72.1K

Sector Composition

1 Technology 31.52%
2 Financials 9.41%
3 Consumer Discretionary 6.95%
4 Communication Services 4.31%
5 Healthcare 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.65%
12,330
+167
27
$1.82M 0.62%
1,737
-2
28
$1.78M 0.61%
6,083
-8
29
$1.62M 0.55%
4,181
-101
30
$1.55M 0.53%
8,431
+936
31
$1.53M 0.53%
2,036
+86
32
$1.53M 0.52%
12,395
-44
33
$1.46M 0.5%
2,641
+264
34
$1.42M 0.49%
3,993
+74
35
$1.36M 0.47%
3,709
-52
36
$1.31M 0.45%
5,944
-63
37
$1.25M 0.43%
8,738
-219
38
$1.15M 0.39%
3,957
-11
39
$1.12M 0.38%
7,942
40
$1.09M 0.37%
3,962
+329
41
$1.01M 0.35%
48,301
-475
42
$970K 0.33%
4,910
-64
43
$959K 0.33%
11,673
44
$955K 0.33%
1,966
+154
45
$935K 0.32%
13,222
-267
46
$896K 0.31%
2,211
-3
47
$880K 0.3%
1,649
-9
48
$830K 0.28%
9,126
-18
49
$822K 0.28%
11,839
-27
50
$821K 0.28%
2,633
-1,988
1
2
3 4 5