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
$99.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$5.58M
2 +$4.64M
3 +$4.13M
4
ADBE icon
Adobe
ADBE
+$3.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.25%
2 Healthcare 18.02%
3 Consumer Discretionary 10.28%
4 Financials 9.52%
5 Communication Services 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$204K 0.21%
+1,138