TVAMP

Tennessee Valley Asset Management Partners Portfolio holdings

AUM $771M
1-Year Est. Return 15.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211K
AUM Growth
-$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1 +$29.6M
2 +$474K
3 +$372K

Top Sells

1 +$32.6M
2 +$26M
3 +$17.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$12.3M

Sector Composition

1 Financials 8.53%
2 Healthcare 2.84%
3 Technology 1.42%
4 Consumer Staples 0.95%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$0 ﹤0.01%
17,000
-14,800
27
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28
-2,226
29
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30
-9,073
31
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32
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33
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34
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35
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36
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37
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39
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40
-5,510
41
-9,672
42
-3,830
43
-4,143
44
-18,901
45
$0 ﹤0.01%
15,667
-20,066
46
-11,200
47
-4,644
48
-10,560
49
-3,040
50
-857