TH
TCTC Holdings Portfolio holdings
AUM
$3.11B
This Quarter Return
-27.45%
1 Year Return
+10.68%
3 Year Return
+54.35%
5 Year Return
+131.23%
10 Year Return
+241.44%
AUM
$1.33B
AUM Growth
+$1.33B
(-32%)
Cap. Flow
+$5.7M
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
49.47%
Holding
164
New
1
Increased
35
Reduced
62
Closed
16
Top Buys
| 1 |
Lowe's Companies
LOW
|
$4.45M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$3.03M |
| 3 |
Amazon
AMZN
|
$2.86M |
| 4 |
Walt Disney
DIS
|
$2.68M |
| 5 |
Qualcomm
QCOM
|
$2.2M |
Top Sells
| 1 |
Cullen/Frost Bankers
CFR
|
$1.1M |
| 2 |
Apple
AAPL
|
$968K |
| 3 |
TIF
Tiffany & Co.
TIF
|
$888K |
| 4 |
Tapestry
TPR
|
$866K |
| 5 |
Exxon Mobil
XOM
|
$804K |
Sector Composition
| 1 | Energy | 26.36% |
| 2 | Financials | 17.1% |
| 3 | Technology | 16.71% |
| 4 | Healthcare | 13.7% |
| 5 | Industrials | 7.8% |
