TVAMP

Tennessee Valley Asset Management Partners Portfolio holdings

AUM $771M
1-Year Est. Return 15.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.86%
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
+$16.2M
2
+$4.63M
3
+$2.79M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.72M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.48M

Top Sells

1
+$7.88M
2
+$6.86M
3
+$4.63M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.96M

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
– –
-8,098
102
– –
-8,443
103
– –
-4,875
104
– –
-8,495
1 2 3 4
5