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
$137M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.6M
3
+$1.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$756K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$745K

Top Sells

1
+$726K
2
+$643K
3
+$573K
4
MO icon
Altria Group
MO
+$480K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$479K

Sector Composition

1 Financials 6.9%
2 Technology 1.59%
3 Communication Services 1.59%
4 Consumer Staples 1.42%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$677K 0.49%
12,093
+724
27
$645K 0.47%
3,830
-154
28
$605K 0.44%
4,353
+155
29
$518K 0.38%
2,232
+152
30
$477K 0.35%
4,411
-332
31
$442K 0.32%
11,967
-3,778
32
$436K 0.32%
4,262
+43
33
$412K 0.3%
10,850
+43
34
$400K 0.29%
2,323
-37
35
$362K 0.26%
8,785
-805
36
$349K 0.25%
7,126
-7,916
37
$348K 0.25%
5,520
+313
38
$330K 0.24%
3,002
+49
39
$323K 0.24%
4,574
-1,084
40
$306K 0.22%
8,122
41
$303K 0.22%
7,745
-149
42
$303K 0.22%
14,525
43
$296K 0.22%
2,268
+196
44
$285K 0.21%
31,085
+1,856
45
$278K 0.2%
4,604
-249
46
$260K 0.19%
4,260
+120
47
$256K 0.19%
9,152
+336
48
$237K 0.17%
11,673
-833
49
$236K 0.17%
2,720
+220
50
$232K 0.17%
2,460
+40
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2
3