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
476
$13.3K ﹤0.01%
+122
477
$13.2K ﹤0.01%
2,454
-1
478
$13.2K ﹤0.01%
208
479
$13.1K ﹤0.01%
+240
480
$13K ﹤0.01%
+184
481
$12.9K ﹤0.01%
35
482
$12.9K ﹤0.01%
35
483
$12.8K ﹤0.01%
+96
484
$12.7K ﹤0.01%
+71
485
$12.6K ﹤0.01%
+88
486
$12.6K ﹤0.01%
+88
487
$12.6K ﹤0.01%
363
488
$12.4K ﹤0.01%
100
+40
489
$12.3K ﹤0.01%
231
490
$12.3K ﹤0.01%
+26
491
$12.2K ﹤0.01%
+604
492
$12.1K ﹤0.01%
86
493
$12.1K ﹤0.01%
+67
494
$12.1K ﹤0.01%
+106
495
$12.1K ﹤0.01%
+383
496
$11.9K ﹤0.01%
168
497
$11.8K ﹤0.01%
206
+179
498
$11.7K ﹤0.01%
+58
499
$11.6K ﹤0.01%
146
500
$11.5K ﹤0.01%
50