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
$196M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$1.86M
2 +$1.23M
3 +$1.23M
4
D icon
Dominion Energy
D
+$1.19M
5
MLI icon
Mueller Industries
MLI
+$1.02M

Top Sells

1 +$2.23M
2 +$1.58M
3 +$1.43M
4
NVR icon
NVR
NVR
+$1.13M
5
AKAM icon
Akamai
AKAM
+$1.09M

Sector Composition

1 Technology 24.6%
2 Healthcare 21.1%
3 Industrials 16.13%
4 Financials 12.36%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$13K 0.01%
+278
127
-13,890
128
-76,992
129
-8,815
130
-244
131
-14,599
132
-12,982