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
76
$345K 0.08%
+1,520
77
$344K 0.08%
+1,893
78
$335K 0.08%
+3,482
79
$327K 0.08%
+1,636
80
$326K 0.08%
+10,747
81
$326K 0.08%
+14,988
82
$314K 0.08%
+2,639
83
$302K 0.07%
+3,421
84
$296K 0.07%
+6,482
85
$284K 0.07%
+795
86
$282K 0.07%
+8,000
87
$275K 0.07%
+2,426
88
$267K 0.06%
+1,150
89
$267K 0.06%
+2,751
90
$266K 0.06%
+3,040
91
$266K 0.06%
+5,950
92
$264K 0.06%
+5,901
93
$264K 0.06%
+3,685
94
$263K 0.06%
+5,469
95
$261K 0.06%
+3,260
96
$256K 0.06%
4,127
-870
97
$252K 0.06%
+6,671
98
$247K 0.06%
+656
99
$242K 0.06%
+4,863
100
$242K 0.06%
+4,380
1 2 3
4
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