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
$137M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.6M
3
+$1.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$756K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$745K

Top Sells

1
+$726K
2
+$643K
3
+$573K
4
MO icon
Altria Group
MO
+$480K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$479K

Sector Composition

1 Financials 6.9%
2 Technology 1.59%
3 Communication Services 1.59%
4 Consumer Staples 1.42%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.16%
1,101
+6
52
$212K 0.15%
5,843
-160
53
$207K 0.15%
+1,246
54
$206K 0.15%
4,171
+512
55
$205K 0.15%
2,685
-2,746
56
$201K 0.15%
7,029
-6,925
57
$173K 0.13%
26,277
-1,728
58
– –
-8,740
59
– –
-1,801
60
– –
-2,024
61
– –
-1,542
62
– –
-10,147
63
– –
-7,530
64
– –
-6,380
1 2
3