TGAM

TBH Global Asset Management Portfolio holdings

AUM $497M
1-Year Est. Return 20.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
-$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.33M
3
+$2.52M
4
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$1.95M
5
BBHY icon
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
+$1.49M

Top Sells

1
+$6.59M
2
+$5.86M
3
+$5.12M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.93M

Sector Composition

1 Technology 15.25%
2 Financials 8.26%
3 Communication Services 6.22%
4 Consumer Staples 4.57%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
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