TAM

Tealwood Asset Management Portfolio holdings

AUM $223M
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$968K
3 +$700K
4
FIS icon
Fidelity National Information Services
FIS
+$327K
5
T icon
AT&T
T
+$98.6K

Top Sells

1 +$2.53M
2 +$765K
3 +$205K
4
UNH icon
UnitedHealth
UNH
+$42.6K
5
ABBV icon
AbbVie
ABBV
+$36.2K

Sector Composition

1 Technology 22.62%
2 Healthcare 22.08%
3 Industrials 16.31%
4 Financials 12.37%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,223