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
$87.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.6M
3
+$9.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.68M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.55M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.64%
2 Consumer Staples 2.18%
3 Energy 2.05%
4 Communication Services 1.8%
5 Technology 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.23%
+1,052
52
$202K 0.23%
+1,839
53
$201K 0.23%
+1,846
54
$200K 0.23%
+2,166
55
$192K 0.22%
+25,051
56
$171K 0.2%
+27,056
1 2
3