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
426
$458K 0.02%
9,200
427
$456K 0.02%
12,852
-4,001
428
$456K 0.02%
21,956
-440
429
$453K 0.02%
2,564
+111
430
$453K 0.02%
4,704
+656
431
$451K 0.02%
4,016
-256
432
$451K 0.02%
1,008
-48
433
$448K 0.02%
13,584
-21,344
434
$446K 0.02%
2,303
-921
435
$443K 0.02%
4,512
+231
436
$442K 0.02%
18,348
+1,584
437
$442K 0.02%
5,992
-436
438
$438K 0.02%
5,392
439
$437K 0.02%
16,324
-45,848
440
$433K 0.02%
70,400
+14,300
441
$431K 0.02%
6,996
-286
442
$421K 0.02%
11,216
-66,816
443
$418K 0.02%
19,382
+1,738
444
$416K 0.02%
483
+113
445
$414K 0.02%
8,784
-224
446
$414K 0.02%
9,680
+440
447
$411K 0.02%
8,228
+1,122
448
$408K 0.02%
6,524
-5,992
449
$407K 0.01%
3,278
450
$407K 0.01%
9,660
+1,428
16 17
18
19 20