TA
Tectonic Advisors Portfolio holdings
AUM
$1.72B
1-Year Est. Return
11.39%
1 Year Est. Return
+11.39%
AUM
$1.6B
AUM Growth
+$70.5M
(+4.6%)
Holding
328
Top Buys
| 1 | +$10.6M | |
| 2 | +$2.98M | |
| 3 | +$2.54M | |
| 4 |
Kirby Corp
KEX
|
+$2.53M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$2.49M |
Top Sells
| 1 | +$5.84M | |
| 2 | +$4.87M | |
| 3 | +$3.07M | |
| 4 |
Agnico Eagle Mines
AEM
|
+$1.34M |
| 5 |
Sleep Number
SNBR
|
+$1.04M |
Sector Composition
| 1 | Financials | 6.73% |
| 2 | Energy | 6.26% |
| 3 | Technology | 5.3% |
| 4 | Consumer Discretionary | 4.55% |
| 5 | Industrials | 3.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
StoneX
SNEX
$5.26B
| – | – |
-3,461
|
|
||
327
Tidewater
TDW
$2.36B
| – | – |
-17,574
|
|
||
328
Vanguard Value ETF
VTV
$148B
| – | – |
-1,950
|
|