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
$153M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$7.79M
3
+$2.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.03M
5
ABBV icon
AbbVie
ABBV
+$525K

Top Sells

1
+$16M
2
+$7.45M
3
+$5.16M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.1M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.82M

Sector Composition

1 Financials 6.79%
2 Technology 2.68%
3 Communication Services 1.79%
4 Consumer Discretionary 1.44%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$237K 0.15%
7,520
-1,480
52
$237K 0.15%
9,543
-45
53
$237K 0.15%
+10,177
54
$235K 0.15%
14,525
55
$223K 0.15%
+2,440
56
$220K 0.14%
+1,664
57
$211K 0.14%
+893
58
$207K 0.13%
8,896
-382
59
$205K 0.13%
+3,153
60
$193K 0.13%
+17,932
61
$166K 0.11%
27,332
-895
62
$86K 0.06%
16,799
-780
63
– –
-11,685
64
– –
-41,268
65
– –
-3,220
1 2
3