TB

Terril Brothers Portfolio holdings

AUM $381M
1-Year Est. Return 28.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$23.5M
2 +$7.2M
3 +$1.37M
4
AAL icon
American Airlines Group
AAL
+$787K
5
JPM icon
JPMorgan Chase
JPM
+$161K

Top Sells

1 +$694K
2 +$523K
3 +$396K
4
FAX
abrdn Asia-Pacific Income Fund
FAX
+$391K
5
ALLY icon
Ally Financial
ALLY
+$353K

Sector Composition

1 Financials 32.75%
2 Technology 19.25%
3 Consumer Discretionary 13.18%
4 Industrials 12.85%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-20,000