TM
TigerOak Management Portfolio holdings
AUM
$292M
This Quarter Return
+13.76%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$292M
AUM Growth
+$292M
(+13%)
Cap. Flow
+$5.32M
Cap. Flow
% of AUM
1.82%
Top 10 Holdings %
Top 10 Hldgs %
61.85%
Holding
118
New
11
Increased
30
Reduced
52
Closed
3
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$575K |
| 2 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$521K |
| 3 |
NVIDIA
NVDA
|
$338K |
| 4 |
Goldman Sachs
GS
|
$311K |
| 5 |
Arm
ARM
|
$300K |
Top Sells
| 1 |
UnitedHealth
UNH
|
$620K |
| 2 |
Bristol-Myers Squibb
BMY
|
$221K |
| 3 |
iShares Select Dividend ETF
DVY
|
$206K |
| 4 |
Rocket Lab Corporation Common Stock
RKLB
|
$192K |
| 5 |
Linde
LIN
|
$74.1K |
Sector Composition
| 1 | Technology | 31.52% |
| 2 | Financials | 9.41% |
| 3 | Consumer Discretionary | 6.95% |
| 4 | Communication Services | 4.31% |
| 5 | Healthcare | 2.66% |
