FDS

First Dallas Securities Portfolio holdings

AUM $269M
1-Year Est. Return 28.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$1.75M
3 +$1.46M
4
MSFT icon
Microsoft
MSFT
+$1.28M
5
WIRE
Encore Wire Corp
WIRE
+$1.19M

Top Sells

1 +$1.47M
2 +$1.42M
3 +$1.31M
4
LAZ icon
Lazard
LAZ
+$974K
5
TPL icon
Texas Pacific Land
TPL
+$701K

Sector Composition

1 Technology 20.16%
2 Energy 18.05%
3 Consumer Discretionary 12.12%
4 Industrials 11.34%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-22,315