TGAM

TBH Global Asset Management Portfolio holdings

AUM $512M
1-Year Est. Return 18.33%
This Quarter Est. Return
1 Year Est. Return
+18.33%
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
+$3.58M
2
+$3.09M
3
+$2.48M
4
WMT icon
Walmart
WMT
+$1.86M
5
JPM icon
JPMorgan Chase
JPM
+$1.76M

Top Sells

1
+$26M
2
+$4.11M
3
+$3.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.83M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.55M

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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