TNAM

Terra Nova Asset Management Portfolio holdings

AUM $143M
1-Year Est. Return 37.13%
This Quarter Est. Return
1 Year Est. Return
+37.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.1M
AUM Growth
-$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$345K
2 +$243K
3 +$204K
4
STZ icon
Constellation Brands
STZ
+$199K
5
IAU icon
iShares Gold Trust
IAU
+$183K

Top Sells

1 +$2.86M
2 +$2.09M
3 +$1.57M
4
BABA icon
Alibaba
BABA
+$1.48M
5
CTAS icon
Cintas
CTAS
+$1.48M

Sector Composition

1 Financials 15.9%
2 Healthcare 15.82%
3 Industrials 11.82%
4 Communication Services 9.51%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,128
52
-700
53
-2,980
54
-1,091
55
-1,402
56
-904
57
-9,151
58
-1,750
59
-48,359
60
-4,050