We are live on ! Find out more
TVAMP

Tennessee Valley Asset Management Partners Portfolio holdings

AUM $757M
1-Year Est. Return 14.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$414M
AUM Growth
-$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$3.91M
3
+$2.45M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$754K
5
HUM icon
Humana
HUM
+$488K

Top Sells

1
+$73.6M
2
+$41.5M
3
+$24.3M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$14.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$14.4M

Sector Composition

1 Financials 4.71%
2 Technology 3.45%
3 Healthcare 1.88%
4 Consumer Discretionary 1.07%
5 Communication Services 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-148
202
– –
-500
203
– –
-82
204
– –
-198
205
– –
-442
206
– –
-15
207
– –
-309
208
– –
-731
209
– –
-76
210
– –
-36
211
– –
-512
212
– –
-672
213
– –
-6
214
– –
-999
215
– –
-1,068
216
– –
-100
217
– –
-71
218
– –
-13
219
– –
-297
220
– –
-210
221
– –
-44
222
– –
-150
223
– –
-5
224
– –
-620
225
– –
0
7 8
9
10 11