TAM

Trust Asset Management Portfolio holdings

AUM $1.4B
1-Year Est. Return 20.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$876K
3 +$761K
4
CVNA icon
Carvana
CVNA
+$578K
5
DDOG icon
Datadog
DDOG
+$449K

Top Sells

1 +$5.19M
2 +$260K
3 +$232K
4
PTC icon
PTC
PTC
+$230K
5
PODD icon
Insulet
PODD
+$221K

Sector Composition

1 Technology 14.46%
2 Financials 5.58%
3 Communication Services 4.64%
4 Consumer Discretionary 4.22%
5 Healthcare 4.11%