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
$153M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$7.79M
3
+$2.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.03M
5
ABBV icon
AbbVie
ABBV
+$525K

Top Sells

1
+$16M
2
+$7.45M
3
+$5.16M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.1M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.82M

Sector Composition

1 Financials 6.79%
2 Technology 2.68%
3 Communication Services 1.79%
4 Consumer Discretionary 1.44%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$746K 0.49%
4,764
-32,976
27
$638K 0.42%
2,547
+243
28
$617K 0.4%
10,141
-482
29
$583K 0.38%
1,797
-60
30
$580K 0.38%
6,166
+64
31
$547K 0.36%
2,983
-331
32
$536K 0.35%
2,773
-110
33
$498K 0.32%
4,898
+102
34
$392K 0.26%
2,902
-100
35
$387K 0.25%
5,480
+360
36
$360K 0.23%
6,712
-1,262
37
$346K 0.23%
+5,128
38
$335K 0.22%
1,183
39
$331K 0.22%
2,972
-348
40
$331K 0.22%
+1,923
41
$308K 0.2%
4,278
+6
42
$308K 0.2%
3,213
+363
43
$306K 0.2%
+4,889
44
$296K 0.19%
9,941
+216
45
$270K 0.18%
11,673
+2,063
46
$265K 0.17%
5,924
-111
47
$255K 0.17%
+1,260
48
$251K 0.16%
4,560
+7
49
$246K 0.16%
5,164
+28
50
$241K 0.16%
1,713
+106
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