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
$211K
AUM Growth
-$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1 +$30K

Top Sells

1 +$4.97M
2 +$4.96M
3 +$3.42M
4
MSFT icon
Microsoft
MSFT
+$3.02M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.99M

Sector Composition

1 Financials 8.53%
2 Healthcare 2.84%
3 Technology 1.42%
4 Consumer Staples 0.95%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,013
52
-2,226
53
-10,437
54
-2,305
55
-4,560
56
$0 ﹤0.01%
15,667
-20,066
57
-11,200
58
-3,040
59
-857
60
$0 ﹤0.01%
+10,692
61
-9,577
62
-6,437
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-4,642
64
-4,410
65
-95,280
66
-938
67
-15,335
68
$0 ﹤0.01%
11,744
-14,854
69
-5,777
70
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72
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-8,000
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-8,934
75
-858