Asset Manager
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TAM Capital Management Inc.
Market Value
$84M
+97.6%
Holdings
5
-1
New Purchases
1
Added To
2
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
40.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 5 | $84M | 100.0% |
Portfolio Analytics
Avg Market Cap
$62.1B
Median Market Cap
$34.3B
Avg P/E
12.6
Median P/E
12.0
Avg Dividend Yield
0.02%
Avg Beta
0.72
# Stocks
5
# ETFs / Funds
0
Top Holdings (5 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CRM | 48.66% | 219,345 | $41M | $186.67 | — | +219,345 | — | NEW |
| 2 | CI | 30.02% | 94,684 | $25M | $266.75 | -$9M | -28,038 | -22.9% | |
| 3 | CHTR | 15.83% | 61,682 | $13M | $215.88 | $10M | +47,028 | +320.9% | |
| 4 | FI | 5.49% | 82,809 | $5M | $55.80 | $2M | +43,158 | +108.8% | |
| 5 | CLX | —% | — | — | — | -$3M | -20,000 | -100.0% | SOLD |