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
CRWD icon
76
CrowdStrike
CRWD
$103B
$431K 0.13%
920
-40
PBW icon
77
Invesco WilderHill Clean Energy ETF
PBW
$557M
$430K 0.13%
14,080
-1,018
NVS icon
78
Novartis
NVS
$315B
$421K 0.13%
3,050
SNOW icon
79
Snowflake
SNOW
$57.6B
$417K 0.13%
1,900
+104
UNH icon
80
UnitedHealth
UNH
$264B
$411K 0.13%
1,245
-107
ETN icon
81
Eaton
ETN
$138B
$411K 0.13%
1,290
MDT icon
82
Medtronic
MDT
$123B
$404K 0.12%
4,205
NEM icon
83
Newmont
NEM
$130B
$399K 0.12%
4,000
MRVL icon
84
Marvell Technology
MRVL
$68.2B
$391K 0.12%
4,596
VRT icon
85
Vertiv
VRT
$96.1B
$389K 0.12%
2,404
+118
PEP icon
86
PepsiCo
PEP
$224B
$383K 0.12%
2,668
-70
XLF icon
87
State Street Financial Select Sector SPDR ETF
XLF
$50.4B
$382K 0.12%
6,969
-267
ASML icon
88
ASML
ASML
$539B
$347K 0.11%
324
CRM icon
89
Salesforce
CRM
$181B
$327K 0.1%
1,235
-30
ORCL icon
90
Oracle
ORCL
$438B
$324K 0.1%
1,663
-1,003
CAT icon
91
Caterpillar
CAT
$341B
$323K 0.1%
564
-42
DELL icon
92
Dell
DELL
$97.5B
$309K 0.09%
2,452
+579
SLVP icon
93
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$1.25B
$308K 0.09%
9,000
LMT icon
94
Lockheed Martin
LMT
$153B
$306K 0.09%
633
-1
QCOM icon
95
Qualcomm
QCOM
$149B
$306K 0.09%
1,789
-57
MRK icon
96
Merck
MRK
$297B
$295K 0.09%
2,806
WMT icon
97
Walmart Inc
WMT
$1.02T
$291K 0.09%
2,609
+219
MPWR icon
98
Monolithic Power Systems
MPWR
$53.5B
$286K 0.09%
315
-19
ACES icon
99
ALPS Clean Energy ETF
ACES
$109M
$280K 0.09%
8,622
-231
IWR icon
100
iShares Russell Mid-Cap ETF
IWR
$49.1B
$270K 0.08%
2,807
1 2 3
4
5