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
101
$1.08M 0.53%
+9,741
102
$1.08M 0.53%
4,315
-74
103
$1.06M 0.51%
12,940
-40
104
$1.05M 0.51%
4,542
-1
105
$1.05M 0.51%
+41,009
106
$1.04M 0.51%
24,390
107
$1.04M 0.51%
+16,741
108
$983K 0.48%
19,714
-356
109
$969K 0.47%
33,118
-242
110
$961K 0.47%
13,084
-123
111
$953K 0.46%
16,810
+198
112
$951K 0.46%
13,228
-86
113
$937K 0.46%
45,627
-644
114
$936K 0.45%
24,909
-603
115
$935K 0.45%
15,736
-60
116
$932K 0.45%
345
-3
117
$860K 0.42%
14,674
-160
118
$781K 0.38%
12,541
-65
119
$718K 0.35%
2,965
-24
120
$708K 0.34%
12,936
+260
121
$550K 0.27%
34,467
+4
122
$472K 0.23%
3,575
123
$452K 0.22%
3,092
-4,176
124
$369K 0.18%
1,120
125
$301K 0.15%
5,754
-14,571
2 3 4
5
6