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TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS

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KNOXVILLE TN Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Tennessee Valley Asset Management Partners is based out of Knoxville. Tennessee Valley Asset Management Partners is a large advisory firm with 2405 clients and discretionary assets under management (AUM) of $568,585,277 (Form ADV from 2023-11-15). Their last reported 13F filing for Q4 2023 included $357,573,229 in managed 13F securities and a top 10 holdings concentration of 64.97%. Tennessee Valley Asset Management Partners's largest holding is SPDR(R) Portfolio S&P 500 ETF-SPDR(R) Portfolio S&P 500 ETF with shares held of 1,601,771. Whalewisdom has at least 23 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
SPLG SPDR(R) Portfolio S& 25.04%
IUSG iShares Core S&P U.S 11.06%
SPYV SPDR(R) Portfolio S& 6.82%
IUSB iShares Core Total U 4.79%
IGLB iShares 10+ Year Inv 4.42%

2023-12-31

13F Activity

Market Value $358m, Prior: $304m
New Purchases 15 stocks
Added To 69 stocks
Sold out of 4 stocks
Reduced holdings in 34 stocks
Top 10 Holdings % 64.97%
Turnover %[1] 15.45%
Turnover Alt %[2] 2.22%
Time Held Top 20 7.45 quarters
Time Held Top 10 7.5 quarters
Time Held All 9.48 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance