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
201
$1.87M 0.07%
32,424
+19,264
202
$1.86M 0.07%
120,864
-13,856
203
$1.82M 0.07%
37,504
+25,408
204
$1.81M 0.07%
62,976
-7,872
205
$1.78M 0.07%
36,960
206
$1.77M 0.07%
25,190
-1,210
207
$1.76M 0.06%
83,328
-3,696
208
$1.76M 0.06%
29,408
+80
209
$1.73M 0.06%
15,988
+5,488
210
$1.69M 0.06%
40,824
+20,692
211
$1.68M 0.06%
9,544
-904
212
$1.62M 0.06%
48,832
-46,480
213
$1.6M 0.06%
5,152
-6,776
214
$1.6M 0.06%
8,864
+176
215
$1.59M 0.06%
58,896
+26,064
216
$1.56M 0.06%
14,364
-336
217
$1.53M 0.06%
20,720
+8,176
218
$1.51M 0.06%
38,160
+7,664
219
$1.51M 0.06%
+14,480
220
$1.49M 0.05%
44,856
-92,428
221
$1.49M 0.05%
10,984
-818
222
$1.49M 0.05%
2,496
+112
223
$1.48M 0.05%
40,320
+28,864
224
$1.47M 0.05%
+27,258
225
$1.47M 0.05%
39,480
+23,576
7 8
9
10 11