TVAMP
Tennessee Valley Asset Management Partners Portfolio holdings
AUM
$394M
This Quarter Return
-3.79%
1 Year Return
+12.11%
3 Year Return
+51.24%
5 Year Return
+82.43%
10 Year Return
–
AUM
$304M
AUM Growth
+$304M
(-2.2%)
Cap. Flow
+$5.3M
Cap. Flow
% of AUM
1.74%
Top 10 Holdings %
Top 10 Hldgs %
67.55%
Holding
119
New
5
Increased
59
Reduced
38
Closed
7
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.71M |
| 2 |
PayPal
PYPL
|
$425K |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$394K |
| 4 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
$317K |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$312K |
Top Sells
| 1 |
RA
Brookfield Real Assets Income Fund
RA
|
$357K |
| 2 |
Box
BOX
|
$215K |
| 3 |
Deere & Co
DE
|
$210K |
| 4 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$209K |
| 5 |
Delta Air Lines
DAL
|
$205K |
Sector Composition
| 1 | Financials | 5.24% |
| 2 | Technology | 3.31% |
| 3 | Healthcare | 2.01% |
| 4 | Consumer Discretionary | 1.28% |
| 5 | Communication Services | 0.97% |
