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
$322M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.35M
3
+$638K
4
WMT icon
Walmart Inc
WMT
+$238K
5
KKR icon
KKR & Co
KKR
+$223K

Top Sells

1
+$762K
2
+$652K
3
+$393K
4
UNH icon
UnitedHealth
UNH
+$387K
5
AAPL icon
Apple
AAPL
+$334K

Sector Composition

1 Technology 32.69%
2 Financials 8.95%
3 Consumer Discretionary 6.43%
4 Communication Services 5.12%
5 Industrials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$916K 0.28%
3,955
52
$897K 0.28%
13,531
+309
53
$867K 0.27%
3,448
54
$808K 0.25%
1,645
-4
55
$750K 0.23%
2,666
+869
56
$750K 0.23%
3,172
-49
57
$730K 0.23%
4,002
-547
58
$729K 0.23%
12,681
+2,932
59
$723K 0.22%
9,050
-76
60
$706K 0.22%
6,166
-379
61
$703K 0.22%
3,544
-37
62
$677K 0.21%
+17,273
63
$677K 0.21%
2,471
64
$671K 0.21%
725
+15
65
$659K 0.2%
1,886
66
$590K 0.18%
1,327
67
$583K 0.18%
3,166
68
$565K 0.18%
6,677
-530
69
$533K 0.17%
2,617
70
$483K 0.15%
1,290
71
$480K 0.15%
2,965
-40
72
$471K 0.15%
960
+58
73
$467K 0.14%
1,352
-1,281
74
$459K 0.14%
979
75
$436K 0.14%
15,098
-2,981
1 2
3
4 5