TVAMP
Tennessee Valley Asset Management Partners Portfolio holdings
AUM
$394M
This Quarter Return
+0.03%
1 Year Return
+12.11%
3 Year Return
+51.24%
5 Year Return
+82.43%
10 Year Return
–
AUM
$597M
AUM Growth
+$597M
(-1.1%)
Cap. Flow
-$3.93M
Cap. Flow
% of AUM
-0.66%
Top 10 Holdings %
Top 10 Hldgs %
62.34%
Holding
168
New
12
Increased
59
Reduced
74
Closed
15
Top Buys
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.28M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.22M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.77M |
| 4 |
Honeywell
HON
|
$981K |
| 5 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$786K |
Top Sells
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$2.42M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.66M |
| 3 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$792K |
| 4 |
IBM
IBM
|
$772K |
| 5 |
Alibaba
BABA
|
$714K |
Sector Composition
| 1 | Financials | 3.96% |
| 2 | Technology | 3.29% |
| 3 | Healthcare | 1.27% |
| 4 | Consumer Discretionary | 1.02% |
| 5 | Communication Services | 0.89% |
