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
651
$197K 0.01%
6,949
+1,090
652
$195K 0.01%
960
+80
653
$194K 0.01%
4,096
-9,584
654
$194K 0.01%
6,048
+864
655
$194K 0.01%
2,768
+400
656
$191K 0.01%
3,416
+364
657
$191K 0.01%
4,480
+560
658
$190K 0.01%
3,724
+252
659
$190K 0.01%
3,632
+640
660
$188K 0.01%
1,820
+308
661
$188K 0.01%
4,510
+462
662
$187K 0.01%
9,940
+3,416
663
$186K 0.01%
3,556
+616
664
$185K 0.01%
5,404
+672
665
$185K 0.01%
4,848
-41,424
666
$185K 0.01%
3,184
+384
667
$185K 0.01%
1,562
+66
668
$184K 0.01%
2,882
669
$183K 0.01%
3,136
+192
670
$183K 0.01%
2,376
+396
671
$182K 0.01%
3,304
+364
672
$179K 0.01%
8,316
+952
673
$178K 0.01%
2,208
+176
674
$178K 0.01%
7,370
+110
675
$177K 0.01%
3,828
+462
25 26
27
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