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
426
$19.8K ﹤0.01%
+114
427
$19.7K ﹤0.01%
+289
428
$19.7K ﹤0.01%
300
429
$19K ﹤0.01%
+32
430
$18.8K ﹤0.01%
312
431
$18.6K ﹤0.01%
+176
432
$18.5K ﹤0.01%
138
433
$18.2K ﹤0.01%
+81
434
$18.2K ﹤0.01%
+375
435
$18.1K ﹤0.01%
444
436
$18.1K ﹤0.01%
+728
437
$18.1K ﹤0.01%
+235
438
$17.9K ﹤0.01%
+180
439
$17.9K ﹤0.01%
+185
440
$17.7K ﹤0.01%
+83
441
$17.6K ﹤0.01%
+38
442
$17.6K ﹤0.01%
1,134
443
$17.5K ﹤0.01%
+52
444
$17.5K ﹤0.01%
160
445
$17.4K ﹤0.01%
+112
446
$17.3K ﹤0.01%
42
447
$17.2K ﹤0.01%
800
448
$17.1K ﹤0.01%
+87
449
$17.1K ﹤0.01%
+108
450
$16.9K ﹤0.01%
32
+16