TH

TCTC Holdings Portfolio holdings

AUM $3.35B
1-Year Est. Return 23.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.51B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$633K
3 +$601K
4
USB icon
US Bancorp
USB
+$554K
5
ZTS icon
Zoetis
ZTS
+$526K

Top Sells

1 +$5.31M
2 +$1.41M
3 +$540K
4
AAPL icon
Apple
AAPL
+$474K
5
AMP icon
Ameriprise Financial
AMP
+$455K

Sector Composition

1 Energy 26.33%
2 Financials 18.72%
3 Technology 16.02%
4 Healthcare 10.72%
5 Industrials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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