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
$256M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$4.57M
2 +$4.4M
3 +$1.98M
4
VIA
Viacom Inc. Class A
VIA
+$1.91M
5
AVGO icon
Broadcom
AVGO
+$384K

Top Sells

1 +$4.7M
2 +$3.73M
3 +$2.15M
4
DTV
DIRECTV COM STK (DE)
DTV
+$1.88M
5
VIV icon
Telefônica Brasil
VIV
+$682K

Sector Composition

1 Healthcare 23.67%
2 Financials 18.97%
3 Technology 18.4%
4 Communication Services 9.66%
5 Utilities 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$230K 0.09%
+2,763
77
$208K 0.08%
3,701
78
-22,141
79
-6,100
80
-44,603
81
-148,227
82
-119,342