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
$255M
AUM Growth
-$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$4.19M
3
+$2.55M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.42M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.26M

Top Sells

1
+$7.05M
2
+$6.23M
3
+$4.15M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.92M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.72M

Sector Composition

1 Financials 6.57%
2 Technology 2.88%
3 Healthcare 2.27%
4 Consumer Discretionary 1.28%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,923
102
– –
-8,098
103
– –
-8,443
104
– –
-4,875
1 2 3 4
5