TGAM
TBH Global Asset Management Portfolio holdings
AUM
$468M
1-Year Return
15.74%
This Quarter Return
+6.7%
1 Year Return
+15.74%
3 Year Return
+54.06%
5 Year Return
+102.19%
10 Year Return
–
AUM
$334M
AUM Growth
–
Cap. Flow
+$334M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.84%
Holding
159
New
159
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$31.4M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$28.6M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$25M |
| 4 |
Apple
AAPL
|
$18.6M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$18.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.61% |
| 2 | Financials | 7.39% |
| 3 | Consumer Staples | 3.97% |
| 4 | Communication Services | 3.59% |
| 5 | Industrials | 3.18% |
