TH
TCTC Holdings Portfolio holdings
AUM
$3.11B
This Quarter Return
+6.14%
1 Year Return
+10.68%
3 Year Return
+54.35%
5 Year Return
+131.23%
10 Year Return
+241.44%
AUM
$2.18B
AUM Growth
+$2.18B
(+5.4%)
Cap. Flow
-$4.14M
Cap. Flow
% of AUM
-0.19%
Top 10 Holdings %
Top 10 Hldgs %
59.03%
Holding
169
New
5
Increased
18
Reduced
63
Closed
2
Top Buys
| 1 |
Citigroup
C
|
$979K |
| 2 |
Cisco
CSCO
|
$875K |
| 3 |
JPMorgan Chase
JPM
|
$530K |
| 4 |
Walt Disney
DIS
|
$302K |
| 5 |
eBay
EBAY
|
$240K |
Top Sells
| 1 |
HF Sinclair
DINO
|
$1.93M |
| 2 |
AT&T
T
|
$895K |
| 3 |
Apple
AAPL
|
$831K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$477K |
| 5 |
Microsoft
MSFT
|
$352K |
Sector Composition
| 1 | Energy | 46.14% |
| 2 | Financials | 13.61% |
| 3 | Technology | 10.65% |
| 4 | Healthcare | 9.6% |
| 5 | Industrials | 6.4% |
