TM

TigerOak Management Portfolio holdings

AUM $322M
1-Year Est. Return 24.48%
This Quarter Est. Return
1 Year Est. Return
+24.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$33M
2 +$25.5M
3 +$24M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$21.2M
5
MSFT icon
Microsoft
MSFT
+$18.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 31.14%
2 Financials 8.52%
3 Consumer Discretionary 7.5%
4 Communication Services 4.8%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$213K 0.08%
+1,725
102
$207K 0.08%
+2,578
103
$205K 0.07%
+3,621
104
$204K 0.07%
+344
105
$201K 0.07%
+1,531
106
$85.5K 0.03%
+10,640