TA
TCM Advisors Portfolio holdings
AUM
$120M
This Quarter Return
+0.8%
1 Year Return
+1.85%
3 Year Return
+15.7%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+4.6%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
62.9%
Holding
65
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$29.9M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$15.2M |
| 3 |
SPDR Gold Trust
GLD
|
$9.36M |
| 4 |
iShares US Real Estate ETF
IYR
|
$3.11M |
| 5 |
United Parcel Service
UPS
|
$2.55M |
Sector Composition
| 1 | Consumer Discretionary | 10.49% |
| 2 | Industrials | 7.41% |
| 3 | Financials | 5.58% |
| 4 | Technology | 5.16% |
| 5 | Consumer Staples | 3.79% |
