TVAMP

Tennessee Valley Asset Management Partners Portfolio holdings

AUM $737M
1-Year Est. Return 13.84%
This Quarter Est. Return
1 Year Est. Return
+13.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.6M
3
+$9.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.68M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.55M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.64%
2 Consumer Staples 2.18%
3 Energy 2.05%
4 Communication Services 1.8%
5 Technology 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$538K 0.62%
+9,154
27
$522K 0.6%
+5,345
28
$514K 0.59%
+11,509
29
$504K 0.58%
+3,768
30
$498K 0.57%
+10,090
31
$493K 0.56%
+5,394
32
$474K 0.54%
+3,616
33
$399K 0.46%
+18,498
34
$379K 0.43%
+10,306
35
$377K 0.43%
+1,170
36
$376K 0.43%
+6,840
37
$368K 0.42%
+2,141
38
$336K 0.38%
+10,039
39
$315K 0.36%
+5,543
40
$305K 0.35%
+2,998
41
$305K 0.35%
+2,312
42
$296K 0.34%
+2,208
43
$292K 0.33%
+3,392
44
$284K 0.32%
+2,814
45
$277K 0.32%
+1,807
46
$275K 0.31%
+9,555
47
$268K 0.31%
+4,094
48
$266K 0.3%
+8,415
49
$252K 0.29%
+13,879
50
$226K 0.26%
+4,018
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