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
$206M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$2.11M
2 +$2.06M
3 +$1.08M
4
SHLS icon
Shoals Technologies Group
SHLS
+$1.05M
5
IRDM icon
Iridium Communications
IRDM
+$1.04M

Top Sells

1 +$1.95M
2 +$1.45M
3 +$1.28M
4
WMT icon
Walmart
WMT
+$762K
5
FFIV icon
F5
FFIV
+$610K

Sector Composition

1 Technology 27.68%
2 Healthcare 20.05%
3 Industrials 16.5%
4 Financials 11.55%
5 Communication Services 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$284K 0.14%
2,125
-205
127
$217K 0.11%
3,496
128
$214K 0.1%
+2,682
129
$203K 0.1%
+1,085
130
$202K 0.1%
+491
131
-42,472
132
-278
133
-15,424
134
-34,867