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
526
$10K ﹤0.01%
+161
527
$10K ﹤0.01%
+219
528
$9.98K ﹤0.01%
48
+22
529
$9.97K ﹤0.01%
+154
530
$9.91K ﹤0.01%
+158
531
$9.74K ﹤0.01%
114
532
$9.7K ﹤0.01%
1,017
533
$9.69K ﹤0.01%
+36
534
$9.66K ﹤0.01%
+99
535
$9.6K ﹤0.01%
+16
536
$9.47K ﹤0.01%
+54
537
$9.4K ﹤0.01%
+103
538
$9.39K ﹤0.01%
+83
539
$9.25K ﹤0.01%
100
540
$9.14K ﹤0.01%
+245
541
$8.92K ﹤0.01%
+155
542
$8.9K ﹤0.01%
+247
543
$8.89K ﹤0.01%
+230
544
$8.85K ﹤0.01%
+56
545
$8.82K ﹤0.01%
99
+72
546
$8.77K ﹤0.01%
48
547
$8.76K ﹤0.01%
+139
548
$8.71K ﹤0.01%
175
549
$8.53K ﹤0.01%
+82
550
$8.34K ﹤0.01%
+69