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
76
$428K 0.13%
583
+59
77
$428K 0.13%
9,876
+4,747
78
$405K 0.13%
1,796
-4
79
$400K 0.12%
4,205
-66
80
$391K 0.12%
3,050
-15
81
$390K 0.12%
7,236
-150
82
$386K 0.12%
4,596
83
$385K 0.12%
2,738
-157
84
$367K 0.11%
1,314
+318
85
$365K 0.11%
478
-158
86
$345K 0.11%
2,286
87
$337K 0.1%
4,000
88
$316K 0.1%
634
-2
89
$314K 0.1%
324
90
$307K 0.1%
334
91
$307K 0.1%
1,846
92
$300K 0.09%
1,265
-90
93
$294K 0.09%
1,460
94
$289K 0.09%
606
95
$283K 0.09%
8,853
96
$271K 0.08%
2,807
97
$271K 0.08%
+3,300
98
$267K 0.08%
2,394
-64
99
$266K 0.08%
1,873
100
$262K 0.08%
1,853
1 2 3
4
5