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
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
76
$8.69M 0.32%
335,940
-53,878
77
$8.4M 0.31%
283,802
-130,218
78
$8.23M 0.3%
238,912
+87,360
79
$8.2M 0.3%
243,056
+139,200
80
$8.13M 0.3%
439,340
+40,480
81
$7.95M 0.29%
41,872
-11,840
82
$7.91M 0.29%
123,032
+5,202
83
$7.89M 0.29%
164,846
+19,822
84
$7.82M 0.29%
165,968
+3,024
85
$7.79M 0.29%
131,124
+28,728
86
$7.75M 0.28%
104,387
+33,631
87
$7.65M 0.28%
128,884
+3,024
88
$7.29M 0.27%
135,036
-25,322
89
$7.19M 0.26%
57,120
+3,192
90
$7.15M 0.26%
143,248
-9,240
91
$6.7M 0.25%
230,832
-6,496
92
$6.69M 0.25%
79,100
+4,228
93
$6.6M 0.24%
330,528
+19,568
94
$6.55M 0.24%
72,666
-22,440
95
$6.41M 0.24%
115,610
+38,874
96
$6.28M 0.23%
96,103
+45,173
97
$6.22M 0.23%
39,676
-1,736
98
$5.97M 0.22%
214,648
-4,648
99
$5.96M 0.22%
76,784
+1,184
100
$5.94M 0.22%
208,120
+9,328
2 3
4
5 6