TVAMP
Tennessee Valley Asset Management Partners Portfolio holdings
AUM
$394M
This Quarter Return
-0.72%
1 Year Return
+12.11%
3 Year Return
+51.24%
5 Year Return
+82.43%
10 Year Return
–
AUM
$263M
AUM Growth
+$263M
(+124,663%)
Cap. Flow
+$51.4M
Cap. Flow
% of AUM
19.53%
Top 10 Holdings %
Top 10 Hldgs %
78.84%
Holding
93
New
65
Increased
20
Reduced
8
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$9.64M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$3.76M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.66M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.54M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.96M |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.7M |
| 2 |
WisdomTree US SmallCap Earnings Fund
EES
|
$455K |
| 3 |
iShares Core S&P US Value ETF
IUSV
|
$260K |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$62.6K |
| 5 |
Ford
F
|
$37.2K |
Sector Composition
| 1 | Financials | 7.64% |
| 2 | Technology | 3.16% |
| 3 | Healthcare | 2.56% |
| 4 | Consumer Discretionary | 1.79% |
| 5 | Communication Services | 1.71% |
