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
$414M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$30.1M
3
+$24.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$14.8M

Top Sells

1
+$306K
2
+$54K
3
+$5K

Sector Composition

1 Financials 7.59%
2 Technology 3.62%
3 Healthcare 3.23%
4 Communication Services 2.13%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.42%
+65,998
27
$1.74M 0.42%
20,201
+6,994
28
$1.68M 0.41%
9,426
+3,588
29
$1.65M 0.4%
12,953
+6,418
30
$1.46M 0.35%
7,512
+3,080
31
$1.45M 0.35%
3,460
+1,701
32
$1.45M 0.35%
9,020
+4,517
33
$1.38M 0.33%
18,901
+9,312
34
$1.31M 0.32%
7,218
+3,679
35
$1.28M 0.31%
6,003
+3,074
36
$1.2M 0.29%
5,507
+2,755
37
$1.17M 0.28%
7,700
+4,822
38
$1.08M 0.26%
8,470
+4,060
39
$1.02M 0.25%
11,680
+6,140
40
$944K 0.23%
11,092
+5,532
41
$940K 0.23%
17,356
+7,703
42
$935K 0.23%
5,938
+3,365
43
$826K 0.2%
12,049
+5,324
44
$804K 0.19%
21,585
+9,675
45
$800K 0.19%
3,600
+1,782
46
$784K 0.19%
6,742
+3,454
47
$768K 0.19%
10,144
+5,303
48
$712K 0.17%
10,175
+6,043
49
$675K 0.16%
15,420
+7,310
50
$640K 0.15%
2,527
+1,265
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