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
$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
76
$393K 0.13%
1,797
+269
77
$387K 0.13%
7,386
78
$387K 0.13%
524
79
$382K 0.13%
2,895
-13
80
$372K 0.13%
4,271
-169
81
$371K 0.13%
3,065
-19
82
$369K 0.13%
1,355
-9
83
$360K 0.12%
18,079
-696
84
$356K 0.12%
4,596
85
$348K 0.12%
7,285
86
$330K 0.11%
10,392
87
$319K 0.11%
1,460
-20
88
$305K 0.1%
4,167
-15
89
$300K 0.1%
+1,853
90
$295K 0.1%
636
-4
91
$294K 0.1%
1,846
92
$294K 0.1%
+2,286
93
$269K 0.09%
2,458
+2
94
$260K 0.09%
324
95
$260K 0.09%
3,763
-17
96
$258K 0.09%
2,807
97
$244K 0.08%
+334
98
$239K 0.08%
6,697
-709
99
$235K 0.08%
+606
100
$233K 0.08%
2,945
+156
1 2 3
4
5