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
501
$334K 0.01%
17,094
-5,456
502
$332K 0.01%
3,376
-3,808
503
$331K 0.01%
5,136
+4,240
504
$330K 0.01%
3,388
+440
505
$328K 0.01%
3,860
+763
506
$327K 0.01%
5,088
+612
507
$326K 0.01%
3,916
-374
508
$326K 0.01%
3,366
-8,338
509
$326K 0.01%
8,576
+928
510
$325K 0.01%
1,712
+192
511
$323K 0.01%
25,344
-1,920
512
$323K 0.01%
8,064
+1,092
513
$323K 0.01%
12,606
-27,984
514
$322K 0.01%
3,416
+476
515
$319K 0.01%
17,416
+1,484
516
$318K 0.01%
5,776
+80
517
$318K 0.01%
12,416
-4,576
518
$318K 0.01%
16,272
+3,616
519
$318K 0.01%
14,476
+8,820
520
$318K 0.01%
3,984
-1,936
521
$318K 0.01%
6,468
+644
522
$315K 0.01%
35,344
523
$314K 0.01%
+5,168
524
$313K 0.01%
3,152
+752
525
$312K 0.01%
17,248
+1,652
19 20
21
22 23