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
526
$311K 0.01%
1,540
+242
527
$309K 0.01%
3,102
+550
528
$308K 0.01%
3,264
+368
529
$308K 0.01%
46,330
530
$306K 0.01%
+8,954
531
$306K 0.01%
12,208
+1,092
532
$304K 0.01%
27,568
+592
533
$301K 0.01%
51,044
-6,384
534
$296K 0.01%
16,912
+1,512
535
$296K 0.01%
22,336
+528
536
$296K 0.01%
6,402
+770
537
$295K 0.01%
4,676
+616
538
$295K 0.01%
5,376
+504
539
$295K 0.01%
3,654
540
$293K 0.01%
1,712
+64
541
$293K 0.01%
6,050
+660
542
$288K 0.01%
3,328
-1,504
543
$288K 0.01%
8,085
+1,056
544
$285K 0.01%
2,794
+308
545
$285K 0.01%
77,784
546
$283K 0.01%
2,352
+56
547
$283K 0.01%
20,720
+224
548
$281K 0.01%
7,152
+480
549
$276K 0.01%
5,320
+1,316
550
$276K 0.01%
6,177
+1,461
20 21
22
23 24