TM

TigerOak Management Portfolio holdings

AUM $328M
1-Year Est. Return 24.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.16%
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
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.02T
$921K 0.28%
1,833
ABBV icon
52
AbbVie
ABBV
$369B
$904K 0.28%
3,955
MO icon
53
Altria Group
MO
$107B
$840K 0.26%
14,560
+574
LOW icon
54
Lowe's Companies
LOW
$141B
$832K 0.25%
3,448
AMP icon
55
Ameriprise Financial
AMP
$41.4B
$807K 0.25%
1,645
ETH
56
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.95B
$799K 0.24%
28,467
+11,194
JEPQ icon
57
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$36.4B
$751K 0.23%
12,921
+240
ROK icon
58
Rockwell Automation
ROK
$46.7B
$734K 0.22%
1,886
UNP icon
59
Union Pacific
UNP
$149B
$734K 0.22%
3,172
PLTR icon
60
Palantir
PLTR
$350B
$730K 0.22%
4,109
+107
CL icon
61
Colgate-Palmolive
CL
$68.8B
$715K 0.22%
9,050
DIS icon
62
Walt Disney
DIS
$188B
$685K 0.21%
6,025
-141
HON icon
63
Honeywell
HON
$148B
$652K 0.2%
3,340
-204
ECL icon
64
Ecolab
ECL
$77.6B
$649K 0.2%
2,471
COST icon
65
Costco
COST
$444B
$625K 0.19%
725
BMNR
66
BitMine Immersion Technologies
BMNR
$12.3B
$624K 0.19%
+22,977
AMD icon
67
Advanced Micro Devices
AMD
$454B
$616K 0.19%
2,875
-90
TSLA icon
68
Tesla
TSLA
$1.5T
$597K 0.18%
1,327
CR icon
69
Crane Co
CR
$11.1B
$584K 0.18%
3,166
IWD icon
70
iShares Russell 1000 Value ETF
IWD
$74.8B
$550K 0.17%
2,617
LLY icon
71
Eli Lilly
LLY
$828B
$514K 0.16%
478
SBUX icon
72
Starbucks
SBUX
$114B
$507K 0.15%
6,022
-655
TSM icon
73
TSMC
TSM
$1.92T
$481K 0.15%
1,584
+270
IWF icon
74
iShares Russell 1000 Growth ETF
IWF
$125B
$440K 0.13%
929
-50
META icon
75
Meta Platforms (Facebook)
META
$1.74T
$433K 0.13%
656
+73
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3
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