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
101
$5.92M 0.22%
86,504
-8,492
102
$5.88M 0.22%
91,888
+57,840
103
$5.78M 0.21%
103,048
+48,180
104
$5.76M 0.21%
86,520
+11,732
105
$5.73M 0.21%
160,050
-880
106
$5.65M 0.21%
47,982
+1,298
107
$5.59M 0.21%
400,876
+131,712
108
$5.51M 0.2%
59,906
-7,326
109
$5.45M 0.2%
43,792
-2,128
110
$5.41M 0.2%
30,072
+17,528
111
$5.34M 0.2%
53,888
+6,944
112
$5.29M 0.19%
111,202
+29,584
113
$5.28M 0.19%
34,896
-736
114
$5.26M 0.19%
168,000
115
$5.26M 0.19%
168,000
116
$5.25M 0.19%
154,980
-12,880
117
$5.25M 0.19%
155,288
+86,660
118
$5.24M 0.19%
92,422
+30,074
119
$5.17M 0.19%
113,512
+39,256
120
$5.02M 0.18%
72,314
+4,774
121
$4.89M 0.18%
51,168
-43,888
122
$4.79M 0.18%
93,698
-23,144
123
$4.69M 0.17%
72,800
-52,256
124
$4.63M 0.17%
33,355
-14,845
125
$4.61M 0.17%
62,244
+10,584
3 4
5
6 7