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
$414M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$30.1M
3
+$24.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$14.8M

Top Sells

1
+$306K
2
+$54K
3
+$5K

Sector Composition

1 Financials 7.59%
2 Technology 3.62%
3 Healthcare 3.23%
4 Communication Services 2.13%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$598K 0.14%
+2,544
52
$595K 0.14%
1,946
+1,126
53
$588K 0.14%
3,964
+2,298
54
$587K 0.14%
+27,680
55
$560K 0.14%
31,050
+20,700
56
$559K 0.13%
13,567
+7,071
57
$544K 0.13%
9,253
+4,660
58
$507K 0.12%
+1,432
59
$481K 0.12%
27,607
+11,245
60
$452K 0.11%
51,422
+25,561
61
$440K 0.11%
+1,636
62
$440K 0.11%
14,942
+4,444
63
$437K 0.11%
+6,393
64
$413K 0.1%
+8,872
65
$411K 0.1%
+2,096
66
$407K 0.1%
+4,641
67
$404K 0.1%
+1,814
68
$395K 0.1%
+4,109
69
$382K 0.09%
+6,138
70
$381K 0.09%
1,658
+795
71
$378K 0.09%
+1,626
72
$368K 0.09%
+6,708
73
$367K 0.09%
+3,113
74
$363K 0.09%
+17,673
75
$356K 0.09%
+937
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3
4 5