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
$185M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$848K
2 +$733K
3 +$558K
4
FIS icon
Fidelity National Information Services
FIS
+$266K
5
T icon
AT&T
T
+$83.1K

Top Sells

1 +$2.55M
2 +$765K
3 +$205K
4
UNH icon
UnitedHealth
UNH
+$40.9K
5
ABBV icon
AbbVie
ABBV
+$33.8K

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