TVAMP
Tennessee Valley Asset Management Partners Portfolio holdings
AUM
$394M
This Quarter Return
+6.31%
1 Year Return
+12.11%
3 Year Return
+51.24%
5 Year Return
+82.43%
10 Year Return
–
AUM
$211K
AUM Growth
+$211K
(-100%)
Cap. Flow
-$70M
Cap. Flow
% of AUM
-33,179.36%
Top 10 Holdings %
Top 10 Hldgs %
91%
Holding
120
New
3
Increased
–
Reduced
25
Closed
92
Top Buys
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$30K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.97M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.96M |
| 3 |
Meta Platforms (Facebook)
META
|
$3.43M |
| 4 |
Microsoft
MSFT
|
$3.03M |
| 5 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$1.99M |
Sector Composition
| 1 | Financials | 8.53% |
| 2 | Healthcare | 2.84% |
| 3 | Technology | 1.42% |
| 4 | Consumer Staples | 0.95% |
| 5 | Energy | 0% |
