TNAM
Terra Nova Asset Management Portfolio holdings
AUM
$143M
This Quarter Return
-3.37%
1 Year Return
+37.13%
3 Year Return
+135.52%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(-7.6%)
Cap. Flow
-$1.19M
Cap. Flow
% of AUM
-1.06%
Top 10 Holdings %
Top 10 Hldgs %
25.45%
Holding
132
New
11
Increased
36
Reduced
37
Closed
21
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.41M |
| 2 |
Netflix
NFLX
|
$1.82M |
| 3 |
Salesforce
CRM
|
$1.81M |
| 4 |
Amazon
AMZN
|
$1.62M |
| 5 |
Check Point Software Technologies
CHKP
|
$1.59M |
Top Sells
| 1 |
Iron Mountain
IRM
|
$1.69M |
| 2 |
Kinder Morgan
KMI
|
$1.64M |
| 3 |
Blackstone
BX
|
$1.47M |
| 4 |
DigitalBridge
DBRG
|
$1.19M |
| 5 |
SCTY
SolarCity Corporation
SCTY
|
$1.03M |
Sector Composition
| 1 | Healthcare | 24.91% |
| 2 | Real Estate | 10.5% |
| 3 | Industrials | 10.1% |
| 4 | Consumer Discretionary | 10.05% |
| 5 | Communication Services | 9.21% |
