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
101
$239K 0.06%
+2,699
102
$238K 0.06%
+1,350
103
$234K 0.06%
+4,461
104
$234K 0.06%
+886
105
$230K 0.06%
+1,080
106
$211K 0.05%
+6,978
107
$210K 0.05%
+599
108
$209K 0.05%
+4,944
109
$201K 0.05%
+15,360
110
$181K 0.04%
+10,000
111
$166K 0.04%
30,733
+13,752
112
$18K ﹤0.01%
+11,200
113
– –
-28,599
114
– –
-994
1 2 3 4
5