TVAMP

Tennessee Valley Asset Management Partners Portfolio holdings

AUM $771M
1-Year Est. Return 15.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.86%
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 +$29.6M
2 +$474K
3 +$372K

Top Sells

1 +$32.6M
2 +$26M
3 +$17.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$12.3M

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
-6,437
52
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53
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-95,280
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57
$0 ﹤0.01%
11,744
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-15,360
72
$0 ﹤0.01%
10,989
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73
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-2,642
75
-26,993