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
$236M
AUM Growth
-$97.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.33M
3
+$2.69M
4
JPM icon
JPMorgan Chase
JPM
+$2.33M
5
WMT icon
Walmart Inc
WMT
+$1.77M

Top Sells

1
+$25.7M
2
+$4.65M
3
+$4.6M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$3.97M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.77M

Sector Composition

1 Financials 8.31%
2 Technology 8.31%
3 Consumer Staples 5.9%
4 Healthcare 5.18%
5 Communication Services 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
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