TVAMP

Tennessee Valley Asset Management Partners Portfolio holdings

AUM $757M
1-Year Est. Return 14.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.19%
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
76
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-1,596
77
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-2,450
78
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79
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-9,672
80
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81
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82
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-18,901
83
$0 ﹤0.01%
15,667
-20,066
84
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-11,200
85
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-4,644
86
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-10,560
87
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-3,040
88
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-857
89
$0 ﹤0.01%
+10,692
90
– –
-9,577
91
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-12,831
92
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-15,360
93
$0 ﹤0.01%
10,989
-1,919
94
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-4,147
95
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-2,642
96
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-26,993
97
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-9,035
98
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-10,309
99
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-3,150
100
– –
-6,030
1 2 3
4
5