TGAM
TBH Global Asset Management Portfolio holdings
AUM
$468M
1-Year Return
15.74%
This Quarter Return
-16.83%
1 Year Return
+15.74%
3 Year Return
+54.06%
5 Year Return
+102.19%
10 Year Return
–
AUM
$236M
AUM Growth
-$97.5M
(-29%)
Cap. Flow
-$46.3M
Cap. Flow
% of AUM
-19.63%
Top 10 Holdings %
Top 10 Hldgs %
47.4%
Holding
174
New
15
Increased
49
Reduced
64
Closed
28
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$3.58M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$3.09M |
| 3 |
Zoetis
ZTS
|
$2.48M |
| 4 |
Walmart
WMT
|
$1.86M |
| 5 |
JPMorgan Chase
JPM
|
$1.76M |
Top Sells
Sector Composition
| 1 | Financials | 8.31% |
| 2 | Technology | 8.31% |
| 3 | Consumer Staples | 5.9% |
| 4 | Healthcare | 5.18% |
| 5 | Communication Services | 4.63% |
