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
276
$1M 0.04%
13,013
277
$996K 0.04%
27,559
278
$994K 0.04%
14,498
-792
279
$985K 0.04%
33,320
280
$972K 0.04%
6,820
-286
281
$971K 0.04%
16,580
-1,401
282
$956K 0.04%
8,954
-7,348
283
$956K 0.04%
12,288
-1,296
284
$946K 0.03%
19,624
-16,390
285
$939K 0.03%
15,904
286
$938K 0.03%
8,248
+230
287
$935K 0.03%
25,536
+784
288
$928K 0.03%
38,240
-2,560
289
$919K 0.03%
12,488
-252
290
$918K 0.03%
61,124
-34,076
291
$911K 0.03%
25,368
-420
292
$878K 0.03%
4,268
-110
293
$860K 0.03%
24,750
-726
294
$859K 0.03%
4,192
+16
295
$851K 0.03%
4,864
-14,640
296
$846K 0.03%
4,944
297
$846K 0.03%
15,045
298
$843K 0.03%
16,352
+6,144
299
$839K 0.03%
+5,824
300
$831K 0.03%
10,112
-1,264
10 11
12
13 14