TH

TCTC Holdings Portfolio holdings

AUM $3.37B
1-Year Est. Return 18.08%
This Quarter Est. Return
1 Year Est. Return
+18.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.78B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1 +$7.58M
2 +$1.19M
3 +$883K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$681K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$627K

Top Sells

1 +$12.3M
2 +$1.41M
3 +$820K
4
CVS icon
CVS Health
CVS
+$473K
5
MAC icon
Macerich
MAC
+$365K

Sector Composition

1 Financials 23.03%
2 Energy 20.74%
3 Technology 18.34%
4 Healthcare 8.31%
5 Industrials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$30.9K ﹤0.01%
+49
377
$30.3K ﹤0.01%
850
378
$30K ﹤0.01%
1,173
379
$29.8K ﹤0.01%
800
380
$29.6K ﹤0.01%
+294
381
$29.5K ﹤0.01%
336
+244
382
$29K ﹤0.01%
1,000
383
$28.9K ﹤0.01%
+225
384
$28.8K ﹤0.01%
1,624
385
$28.5K ﹤0.01%
469
386
$28.3K ﹤0.01%
254
387
$28.2K ﹤0.01%
+151
388
$28.1K ﹤0.01%
500
+175
389
$28K ﹤0.01%
1,227
390
$27.6K ﹤0.01%
1,250
391
$27.5K ﹤0.01%
+79
392
$27.4K ﹤0.01%
5,850
393
$27.3K ﹤0.01%
1,831
+1
394
$27.3K ﹤0.01%
+446
395
$27.1K ﹤0.01%
+417
396
$27K ﹤0.01%
573
397
$26.7K ﹤0.01%
184
398
$26.7K ﹤0.01%
119
399
$26.7K ﹤0.01%
872
400
$26.5K ﹤0.01%
279
+26