TA
TCM Advisors Portfolio holdings
AUM
$120M
1-Year Est. Return
1.85%
1 Year Est. Return
+1.85%
AUM
$115M
AUM Growth
+$1.84M
(+1.6%)
Holding
65
Top Buys
No buys this quarter
Top Sells
| 1 | +$33.2M | |
| 2 | +$12.9M | |
| 3 | +$7.55M | |
| 4 |
iShares US Real Estate ETF
IYR
|
+$2.9M |
| 5 |
Apple
AAPL
|
+$1.82M |
Sector Composition
| 1 | Consumer Discretionary | 10.72% |
| 2 | Industrials | 9.05% |
| 3 | Financials | 6.21% |
| 4 | Technology | 6.05% |
| 5 | Consumer Staples | 4.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Invesco QQQ Trust
QQQ
$384B
| – | – |
0
|
|
||
2
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
| – | – |
0
|
|
||
3
SPDR Gold Trust
GLD
$135B
| – | – |
0
|
|
||
|
4
iShares US Real Estate ETF
IYR
$3.76B
| – | – |
0
|
|
||
5
United Parcel Service
UPS
$73.2B
| – | – |
0
|
|
||
6
Ford
F
$47.4B
| – | – |
0
|
|
||
7
IBM
IBM
$262B
| – | – |
0
|
|
||
|
8
Apple
AAPL
$3.74T
| – | – |
0
|
|
||
9
Reliance Steel & Aluminium
RS
$14.3B
| – | – |
0
|
|
||
10
Coca-Cola
KO
$295B
| – | – |
0
|
|
||
11
Chevron
CVX
$308B
| – | – |
0
|
|
||
12
AT&T
T
$188B
| – | – |
0
|
|
||
13
Philip Morris
PM
$246B
| – | – |
0
|
|
||
14
Visa
V
$664B
| – | – |
0
|
|
||
15
Lockheed Martin
LMT
$116B
| – | – |
0
|
|
||
16
iShares Bitcoin Trust
IBIT
$81.5B
| – | – |
0
|
|
||
17
Lowe's Companies
LOW
$137B
| – | – |
0
|
|
||
18
Berkshire Hathaway Class B
BRK.B
$1.06T
| – | – |
0
|
|
||
19
Cummins
CMI
$56.7B
| – | – |
0
|
|
||
20
Medtronic
MDT
$123B
| – | – |
0
|
|
||
21
Cisco
CSCO
$277B
| – | – |
0
|
|
||
22
Walmart
WMT
$859B
| – | – |
0
|
|
||
23
Freeport-McMoran
FCX
$59.1B
| – | – |
0
|
|
||
24
Ryder
R
$7.44B
| – | – |
0
|
|
||
25
United Bankshares
UBSI
$4.99B
| – | – |
0
|
|