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
726
$149K 0.01%
10,304
+980
727
$148K 0.01%
3,960
+462
728
$148K 0.01%
10,288
+1,664
729
$147K 0.01%
1,936
-126,456
730
$147K 0.01%
3,120
+368
731
$147K 0.01%
4,488
+594
732
$147K 0.01%
3,808
+532
733
$146K 0.01%
31,105
-865
734
$146K 0.01%
3,894
+352
735
$145K 0.01%
6,368
+864
736
$145K 0.01%
13,552
+1,760
737
$143K 0.01%
10,668
+2,352
738
$141K 0.01%
3,136
+352
739
$141K 0.01%
3,584
+512
740
$141K 0.01%
3,444
+560
741
$140K 0.01%
2,863
-2,863
742
$140K 0.01%
1,616
+208
743
$139K 0.01%
2,884
+364
744
$139K 0.01%
10,208
+1,342
745
$138K 0.01%
2,128
-4,304
746
$138K 0.01%
3,360
+560
747
$138K 0.01%
3,724
+672
748
$137K 0.01%
4,844
749
$137K 0.01%
2,224
+48
750
$136K 0.01%
2,376
+330
28 29
30
31 32