TVAMP
Tennessee Valley Asset Management Partners Portfolio holdings
AUM
$394M
This Quarter Return
-13.06%
1 Year Return
+12.11%
3 Year Return
+51.24%
5 Year Return
+82.43%
10 Year Return
–
AUM
$87.5M
AUM Growth
–
Cap. Flow
+$87.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.9%
Holding
56
New
56
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$12.7M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$12.6M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$9.21M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$5.68M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.56M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.64% |
| 2 | Consumer Staples | 2.18% |
| 3 | Energy | 2.05% |
| 4 | Communication Services | 1.8% |
| 5 | Technology | 1.5% |
