TAM

Tyers Asset Management Portfolio holdings

AUM $3.02B
1-Year Est. Return 5.31%
This Quarter Est. Return
1 Year Est. Return
+5.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
+$851K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$8.03M
3
+$7.69M
4
LNC icon
Lincoln National
LNC
+$6.88M
5
SNA icon
Snap-on
SNA
+$6.14M

Top Sells

1
+$21.6M
2
+$17.3M
3
+$17M
4
WMT icon
Walmart Inc. Common Stock
WMT
+$13.7M
5
BMO icon
Bank of Montreal
BMO
+$9.6M

Sector Composition

1 Technology 19.45%
2 Healthcare 16.41%
3 Financials 14.9%
4 Industrials 11.93%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.45M 0.05%
15,554
-1,452
227
$1.45M 0.05%
26,208
-59,724
228
$1.44M 0.05%
48,640
+38,752
229
$1.44M 0.05%
53,256
230
$1.43M 0.05%
7,984
+96
231
$1.42M 0.05%
13,076
+5,320
232
$1.4M 0.05%
28,924
-1,988
233
$1.4M 0.05%
13,216
+1,260
234
$1.39M 0.05%
10,528
-6,784
235
$1.38M 0.05%
17,108
-3,640
236
$1.36M 0.05%
35,280
-53,184
237
$1.35M 0.05%
14,784
+6,798
238
$1.35M 0.05%
8,512
-11,792
239
$1.35M 0.05%
11,648
-912
240
$1.34M 0.05%
25,344
-20,548
241
$1.31M 0.05%
37,884
-1,372
242
$1.3M 0.05%
16,352
+4,864
243
$1.29M 0.05%
16,772
-28,784
244
$1.28M 0.05%
111,692
+9,268
245
$1.28M 0.05%
15,378
+5,346
246
$1.28M 0.05%
68,000
+34,464
247
$1.27M 0.05%
13,134
+4,158
248
$1.26M 0.05%
11,504
-880
249
$1.26M 0.05%
19,488
-896
250
$1.25M 0.05%
22,708
+8,848
8 9
10
11 12