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
$166M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.15M
3
+$1.04M
4
IRDM icon
Iridium Communications
IRDM
+$421K
5
XIFR
XPLR Infrastructure LP
XIFR
+$239K

Top Sells

1
+$2.8M
2
+$2.49M
3
+$2.43M
4
CCOI icon
Cogent Communications
CCOI
+$2.33M
5
STT icon
State Street
STT
+$2.15M

Sector Composition

1 Technology 30.24%
2 Healthcare 21.56%
3 Industrials 13.49%
4 Financials 12.43%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
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