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
351
$612K 0.02%
16,380
-1,476
352
$611K 0.02%
18,396
+1,764
353
$610K 0.02%
3,072
+240
354
$599K 0.02%
14,864
-1,872
355
$595K 0.02%
10,384
-3,376
356
$594K 0.02%
24,000
357
$593K 0.02%
16,604
-308
358
$592K 0.02%
9,772
359
$591K 0.02%
14,392
+1,456
360
$591K 0.02%
13,248
-768
361
$590K 0.02%
7,619
+2,693
362
$589K 0.02%
22,764
-9,072
363
$588K 0.02%
16,128
-8,652
364
$583K 0.02%
9,056
+4,496
365
$575K 0.02%
13,804
+1,120
366
$572K 0.02%
16,808
-154
367
$570K 0.02%
9,988
+132
368
$567K 0.02%
12,600
-1,456
369
$566K 0.02%
5,488
-168
370
$565K 0.02%
5,404
+560
371
$560K 0.02%
5,192
-220
372
$560K 0.02%
4,608
+592
373
$556K 0.02%
11,858
+1,452
374
$555K 0.02%
9,576
+476
375
$554K 0.02%
17,976
-84
13 14
15
16 17