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
$191M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$2.08M
2 +$1.06M
3 +$781K
4
STX icon
Seagate
STX
+$596K
5
META icon
Meta Platforms (Facebook)
META
+$528K

Top Sells

1 +$1.52M
2 +$1.12M
3 +$533K
4
EXEL icon
Exelixis
EXEL
+$488K
5
TTWO icon
Take-Two Interactive
TTWO
+$452K

Sector Composition

1 Technology 23.66%
2 Healthcare 23.4%
3 Industrials 15.19%
4 Financials 12.83%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-16,794