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
576
$252K 0.01%
592
-400
577
$252K 0.01%
16,800
+3,184
578
$250K 0.01%
17,856
+1,584
579
$249K 0.01%
6,720
+924
580
$247K 0.01%
4,704
+840
581
$247K 0.01%
11,808
+2,752
582
$246K 0.01%
2,948
+660
583
$245K 0.01%
4,564
+868
584
$245K 0.01%
6,300
+924
585
$245K 0.01%
5,192
586
$243K 0.01%
26,040
+3,220
587
$243K 0.01%
2,856
+560
588
$240K 0.01%
7,140
589
$240K 0.01%
5,180
+448
590
$239K 0.01%
12,760
+506
591
$239K 0.01%
19,800
+1,320
592
$238K 0.01%
4,480
+504
593
$237K 0.01%
+9,776
594
$237K 0.01%
13,728
+1,078
595
$236K 0.01%
12,080
+1,056
596
$235K 0.01%
1,958
+154
597
$233K 0.01%
4,334
+660
598
$232K 0.01%
14,912
+1,456
599
$231K 0.01%
3,762
+990
600
$230K 0.01%
7,744
+1,276
22 23
24
25 26