TA
Tectonic Advisors Portfolio holdings
AUM
$1.83B
1-Year Est. Return
8.08%
1 Year Est. Return
+8.08%
AUM
$1.38B
AUM Growth
+$70.8M
(+5.4%)
Holding
311
Top Buys
| 1 | +$14.8M | |
| 2 | +$6.05M | |
| 3 | +$5.39M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.01M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$4.19M |
Top Sells
| 1 | +$4.37M | |
| 2 | +$3.05M | |
| 3 | +$2.19M | |
| 4 |
WIRE
Encore Wire Corp
WIRE
|
+$1.19M |
| 5 |
IBTX
Independent Bank Group, Inc.
IBTX
|
+$1.04M |
Sector Composition
| 1 | Energy | 5.48% |
| 2 | Financials | 5.48% |
| 3 | Consumer Discretionary | 4.5% |
| 4 | Technology | 4.5% |
| 5 | Industrials | 3.81% |