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
$209M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$900K
2 +$865K
3 +$678K
4
SHLS icon
Shoals Technologies Group
SHLS
+$474K
5
INCY icon
Incyte
INCY
+$330K

Top Sells

1 +$2.35M
2 +$1.81M
3 +$1.19M
4
TNET icon
TriNet
TNET
+$710K
5
GOGO icon
Gogo Inc
GOGO
+$686K

Sector Composition

1 Technology 27.25%
2 Healthcare 20.55%
3 Industrials 14.52%
4 Financials 13.7%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$68K 0.03%
+12,500
127
-25,062
128
-59,520
129
-5,703
130
-55,952