TVAMP

Tennessee Valley Asset Management Partners Portfolio holdings

AUM $394M
1-Year Est. Return 12.11%
This Quarter Est. Return
1 Year Est. Return
+12.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$9.64M
2
+$3.76M
3
+$2.66M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.54M
5
META icon
Meta Platforms (Facebook)
META
+$1.96M

Top Sells

1
+$1.7M
2
+$455K
3
+$260K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$62.6K
5
F icon
Ford
F
+$37.2K

Sector Composition

1 Financials 7.64%
2 Technology 3.16%
3 Healthcare 2.56%
4 Consumer Discretionary 1.79%
5 Communication Services 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$240K 0.09%
+6,461
77
$233K 0.09%
+4,323
78
$232K 0.09%
+589
79
$227K 0.09%
+393
80
$222K 0.08%
+1,849
81
$221K 0.08%
+5,196
82
$219K 0.08%
+2,322
83
$218K 0.08%
+997
84
$215K 0.08%
+3,484
85
$213K 0.08%
+2,491
86
$212K 0.08%
+2,569
87
$212K 0.08%
+1,418
88
$206K 0.08%
23,400
+6,400
89
$205K 0.08%
+4,056
90
$202K 0.08%
+575
91
$201K 0.08%
+4,000
92
$185K 0.07%
13,045
-2,622
93
$176K 0.07%
+1,018
1 2 3
4