TNAM
Terra Nova Asset Management Portfolio holdings
AUM
$143M
This Quarter Return
+2.07%
1 Year Return
+37.13%
3 Year Return
+135.52%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(-3.2%)
Cap. Flow
-$3.57M
Cap. Flow
% of AUM
-2.81%
Top 10 Holdings %
Top 10 Hldgs %
29.27%
Holding
93
New
9
Increased
37
Reduced
24
Closed
8
Top Buys
| 1 |
abrdn Physical Gold Shares ETF
SGOL
|
$2.4M |
| 2 |
JPMorgan Chase
JPM
|
$2.02M |
| 3 |
ServiceNow
NOW
|
$1.71M |
| 4 |
Goldman Sachs
GS
|
$1.64M |
| 5 |
Lam Research
LRCX
|
$1.13M |
Top Sells
| 1 |
Quanta Services
PWR
|
$4.05M |
| 2 |
Iron Mountain
IRM
|
$3.46M |
| 3 |
NVIDIA
NVDA
|
$1.89M |
| 4 |
Constellation Energy
CEG
|
$1.48M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$1.26M |
Sector Composition
| 1 | Technology | 16.51% |
| 2 | Financials | 16.09% |
| 3 | Industrials | 11.59% |
| 4 | Healthcare | 8.95% |
| 5 | Consumer Discretionary | 7.69% |
