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
301
$830K 0.03%
+13,024
302
$823K 0.03%
10,800
-6,080
303
$821K 0.03%
17,528
-2,856
304
$820K 0.03%
7,326
+198
305
$819K 0.03%
7,472
306
$811K 0.03%
4,356
+3,520
307
$810K 0.03%
19,656
+2,184
308
$803K 0.03%
13,488
-928
309
$798K 0.03%
21,360
-23,168
310
$794K 0.03%
8,652
-140
311
$791K 0.03%
9,184
-644
312
$782K 0.03%
8,554
+164
313
$782K 0.03%
16,224
-21,518
314
$780K 0.03%
16,236
+1,738
315
$776K 0.03%
8,484
+1,008
316
$766K 0.03%
12,544
+1,680
317
$764K 0.03%
88,968
-7,216
318
$759K 0.03%
3,366
-5,016
319
$759K 0.03%
19,632
+720
320
$746K 0.03%
29,920
-87,604
321
$738K 0.03%
16,940
+5,908
322
$733K 0.03%
15,008
+644
323
$718K 0.03%
8,888
-682
324
$718K 0.03%
+26,906
325
$715K 0.03%
8,092
+868
11 12
13
14 15