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
76
$1.28M 0.62%
12,897
-163
77
$1.26M 0.61%
2,416
-3
78
$1.25M 0.61%
1,741
-8
79
$1.24M 0.6%
15,312
-195
80
$1.23M 0.6%
13,956
-6,846
81
$1.22M 0.59%
10,895
-90
82
$1.22M 0.59%
63,611
-805
83
$1.22M 0.59%
16,737
-199
84
$1.21M 0.59%
46,913
-445
85
$1.21M 0.59%
12,835
-219
86
$1.2M 0.58%
27,470
-208
87
$1.19M 0.58%
25,616
-310
88
$1.18M 0.58%
9,130
-60
89
$1.16M 0.56%
3,394
-45
90
$1.15M 0.56%
9,659
+59
91
$1.15M 0.56%
5,175
-11
92
$1.14M 0.56%
15,410
-46
93
$1.14M 0.55%
10,079
+34
94
$1.14M 0.55%
1,644
-8
95
$1.13M 0.55%
51,330
-621
96
$1.13M 0.55%
13,023
-233
97
$1.11M 0.54%
3,759
-46
98
$1.11M 0.54%
11,568
-232
99
$1.1M 0.53%
42,161
+16,128
100
$1.09M 0.53%
18,982
-99
2 3
4
5 6