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
$211K
AUM Growth
-$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$30K

Top Sells

1
+$4.97M
2
+$4.96M
3
+$3.42M
4
MSFT icon
Microsoft
MSFT
+$3.02M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.99M

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
– –
-10,736
27
– –
-12,591
28
$0 ﹤0.01%
+21,176
29
– –
-3,688
30
– –
-8,410
31
– –
-11,240
32
– –
-15,470
33
$0 ﹤0.01%
17,000
-14,800
34
– –
-6,013
35
– –
-2,226
36
– –
-3,900
37
– –
-5,950
38
– –
-10,000
39
– –
-12,543
40
– –
-4,380
41
– –
-5,138
42
– –
-2,082
43
– –
-3,634
44
– –
-17,156
45
$0 ﹤0.01%
20,784
-12,292
46
– –
-1,357
47
– –
-2,350
48
– –
-6,124
49
– –
-6,981
50
– –
-1,596
1
2
3 4 5