TB

Terril Brothers Portfolio holdings

AUM $266M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$10.7M
2 +$6.9M
3 +$566K
4
WMT icon
Walmart
WMT
+$563K
5
F icon
Ford
F
+$413K

Sector Composition

1 Financials 28%
2 Technology 22.02%
3 Consumer Discretionary 13.47%
4 Industrials 13.04%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,991
52
-4,840