TM
TigerOak Management Portfolio holdings
AUM
$317M
1-Year Est. Return
25.39%
This Fund
S&P 500
1 Year Est. Return
+25.39%
AUM
$317M
AUM Growth
-$10.4M
(-3.2%)
Holding
130
Top Buys
| 1 | +$926K | |
| 2 | +$914K | |
| 3 | +$785K | |
| 4 |
ImmunityBio
IBRX
|
+$381K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$268K |
Top Sells
| 1 | +$327K | |
| 2 | +$239K | |
| 3 | +$219K | |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$208K |
| 5 |
Apple
AAPL
|
+$188K |
Sector Composition
| 1 | Technology | 29.65% |
| 2 | Financials | 8.96% |
| 3 | Consumer Discretionary | 6.28% |
| 4 | Communication Services | 6.06% |
| 5 | Healthcare | 2.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Novavax
NVAX
$1.68B
| $86.6K | 0.03% |
10,640
|
|
||
127
Veralto
VLTO
$20.7B
| – | – |
-2,191
|
|
||
128
CRH
CRH
$70.6B
| – | – |
-1,919
|
|
||
129
Salesforce
CRM
$156B
| – | – |
-1,235
|
|
||
|
130
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| – | – |
-1,518
|
|