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
51
$1.6M 0.78%
57,115
-1,772
52
$1.55M 0.75%
4,393
+9
53
$1.54M 0.75%
16,336
-157
54
$1.53M 0.74%
46,342
-920
55
$1.52M 0.74%
15,569
-158
56
$1.52M 0.74%
10,505
+112
57
$1.5M 0.73%
10,427
-126
58
$1.49M 0.72%
50,738
-1,756
59
$1.48M 0.72%
74,816
-2,543
60
$1.43M 0.69%
12,544
+37
61
$1.42M 0.69%
5,689
-161
62
$1.42M 0.69%
11,822
-15
63
$1.41M 0.69%
14,877
-441
64
$1.41M 0.68%
18,601
+39
65
$1.4M 0.68%
4,650
-109
66
$1.4M 0.68%
3,483
-26
67
$1.4M 0.68%
8,338
-70
68
$1.39M 0.67%
5,835
-76
69
$1.38M 0.67%
21,520
+260
70
$1.37M 0.66%
124,184
-4,639
71
$1.36M 0.66%
9,553
-264
72
$1.35M 0.66%
3,022
-31
73
$1.35M 0.65%
540
-3
74
$1.31M 0.64%
8,186
-147
75
$1.29M 0.63%
4,852
-29
1 2
3
4 5