TAM

Tealwood Asset Management Portfolio holdings

AUM $247M
1-Year Est. Return 19.13%
This Quarter Est. Return
1 Year Est. Return
+19.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$2.06M
3
+$1.08M
4
SHLS icon
Shoals Technologies Group
SHLS
+$1.05M
5
IRDM icon
Iridium Communications
IRDM
+$1.04M

Top Sells

1
+$1.95M
2
+$1.45M
3
+$1.28M
4
WMT icon
Walmart
WMT
+$762K
5
FFIV icon
F5
FFIV
+$610K

Sector Composition

1 Technology 27.68%
2 Healthcare 20.05%
3 Industrials 16.5%
4 Financials 11.55%
5 Communication Services 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.03%
25,215
-162
27
$2.11M 1.03%
+11,738
28
$2.08M 1.01%
59,432
-318
29
$2.07M 1%
6,066
-1,474
30
$2.06M 1%
28,222
-136
31
$2.06M 1%
+9,349
32
$2.04M 0.99%
9,986
+26
33
$1.97M 0.96%
6,344
+27
34
$1.96M 0.95%
105,817
-1,125
35
$1.92M 0.93%
5,632
-529
36
$1.92M 0.93%
15,038
-86
37
$1.9M 0.92%
21,559
+81
38
$1.88M 0.91%
23,264
-332
39
$1.87M 0.91%
3,832
-46
40
$1.83M 0.89%
9,744
-75
41
$1.73M 0.84%
93,712
-2,778
42
$1.72M 0.84%
2,185
-9
43
$1.72M 0.83%
8,544
-64
44
$1.68M 0.82%
46,685
-484
45
$1.62M 0.79%
14,872
-2
46
$1.62M 0.79%
28,207
-229
47
$1.61M 0.78%
4,127
-58
48
$1.6M 0.78%
21,988
-280
49
$1.6M 0.78%
10,863
-61
50
$1.6M 0.78%
14,018
-25
1
2
3 4 5