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
576
$6.52K ﹤0.01%
91
+85
577
$6.5K ﹤0.01%
+42
578
$6.49K ﹤0.01%
+230
579
$6.49K ﹤0.01%
+36
580
$6.48K ﹤0.01%
+19
581
$6.45K ﹤0.01%
200
582
$6.43K ﹤0.01%
174
583
$6.41K ﹤0.01%
22
584
$6.32K ﹤0.01%
+44
585
$6.32K ﹤0.01%
+319
586
$6.32K ﹤0.01%
+66
587
$6.31K ﹤0.01%
+30
588
$6.24K ﹤0.01%
+134
589
$6.2K ﹤0.01%
300
590
$6.18K ﹤0.01%
+40
591
$6.11K ﹤0.01%
+71
592
$6.11K ﹤0.01%
+106
593
$5.94K ﹤0.01%
+98
594
$5.93K ﹤0.01%
+45
595
$5.92K ﹤0.01%
+74
596
$5.88K ﹤0.01%
+26
597
$5.81K ﹤0.01%
+81
598
$5.8K ﹤0.01%
20
599
$5.79K ﹤0.01%
100
600
$5.79K ﹤0.01%
+33