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
626
$208K 0.01%
3,234
+528
627
$207K 0.01%
3,366
+462
628
$206K 0.01%
4,284
+784
629
$206K 0.01%
+6,116
630
$206K 0.01%
+1,760
631
$206K 0.01%
7,760
+1,072
632
$205K 0.01%
3,612
+644
633
$205K 0.01%
14,432
+880
634
$204K 0.01%
5,348
+756
635
$203K 0.01%
5,504
+352
636
$203K 0.01%
3,728
+800
637
$203K 0.01%
5,456
+368
638
$203K 0.01%
4,512
+960
639
$202K 0.01%
3,784
+440
640
$201K 0.01%
20,748
+2,296
641
$200K 0.01%
3,952
+592
642
$200K 0.01%
10,516
+1,430
643
$199K 0.01%
495
+65
644
$199K 0.01%
+1,770
645
$199K 0.01%
7,700
+1,078
646
$198K 0.01%
8,032
+752
647
$198K 0.01%
8,294
+1,078
648
$198K 0.01%
4,708
+462
649
$198K 0.01%
5,280
+770
650
$197K 0.01%
13,978
-25,785
24 25
26
27 28