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
601
$229K 0.01%
3,780
+616
602
$229K 0.01%
7,876
+1,188
603
$227K 0.01%
12,684
+1,876
604
$225K 0.01%
8,189
+1,749
605
$225K 0.01%
2,904
+396
606
$222K 0.01%
2,640
+416
607
$221K 0.01%
11,154
608
$220K 0.01%
19,520
+2,240
609
$219K 0.01%
9,100
+1,316
610
$219K 0.01%
4,984
+476
611
$216K 0.01%
5,192
+528
612
$216K 0.01%
10,864
+1,428
613
$215K 0.01%
8,736
-1,092
614
$214K 0.01%
4,480
+672
615
$214K 0.01%
3,696
+672
616
$214K 0.01%
4,200
+560
617
$213K 0.01%
4,816
+688
618
$212K 0.01%
2,464
+352
619
$212K 0.01%
1,312
+32
620
$211K 0.01%
4,984
+672
621
$211K 0.01%
10,846
622
$211K 0.01%
4,564
+476
623
$210K 0.01%
3,780
+644
624
$209K 0.01%
9,557
+9,510
625
$208K 0.01%
6,292
23 24
25
26 27