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
$299M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$3.92M
2 +$3.6M
3 +$2.21M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.15M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.36M

Sector Composition

1 Financials 7.95%
2 Technology 3.63%
3 Healthcare 2.65%
4 Consumer Discretionary 1.72%
5 Communication Services 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,323
102
-19,546